Hi stumped, I didn’t know if you guys still frequented this folder. 3 years ago, wife and I invested in the Montgomery Small Companies Fund with $25k. I went with Montgomery because I thought his value methodology would negotiate the volatility of Small Caps. Well…. 3 years later we redeemed it due to poor performance and got back $23797.00. So to make 25% plus in 6 months is a welcome surprise and goes a little to make up Rogers loss. Montgomery was taking approx $500 in fees annually and was returning a negative 1.8% pa. So much for the guru ! I will also post the latest newsletter from Mr McQuick showing the performance of the significant funds .. best… worst and in between and also the ETFs. It makes inte4esting reading when presented as it is ! Yes, these are amazing stats. Even a leaky boat rises on a high tide !
