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Letter "R" » Russ Kinnel Quotes
«A single year's return shouldn't play a big part»
«It's a sign that the fund is shifting valuations after spending the last nine to 12 months investing more heavily in growth stocks. It looks more like a blend of growth and value, and heading more toward the kind of S&P 500 issue.»
«You maybe expected a lot of money to leave, but the fund was having great returns so more people put money in.»
«You can give yourself whiplash buying the ones that do the best in this quarter, ... You wouldn't want to buy a bunch of narrow funds.»
«It's a brutal bear market, ... It's amazing. It's like it's another country compared with large stocks.»
«The obvious theme in most of these strong performers is the Internet,»
«Because bank stocks are more of a value stock, managers won't care that they're going up for a week or two. It's more important for them that after taking a breather, valuations look more attractive.»
«Lately, performance has been so bad that a fair amount of money has been coming out. It's been a fund people are disappointed with.»
«Communications and technology have been locked arm in arm lately. The line between communications funds and tech funds is being blurred.»
«A lot of the small cap fund managers are pretty excited. They're talking about how stocks look incredibly cheap.»