Top fund managers congregate

Posted May 29th 2007 2:50PM by Eric Buscemi
Filed under: Conventions and conferences

The crème de la crème of portfolio managers met up in New York to exchange investment ideas at the Ira W. Sohn Investment Research Conference last week. Presenters included turnaround expert Wilbur Ross, Joe Rosenberg who has managed money at Loews Corporation (NYSE: LTR) forever, Bill Miller of Legg Mason Inc (NYSE: LM) and Mason Hawkins, Chairman of Southeastern Asset Management.

Some of the highlights:

General theme was favoring large cap over small cap
Technology is coming back into favor in addition to healthcare
Investors should avoid Asia

Mason Hawkins ended the conference not recommending individual stocks but focusing more on investment advisory prose: have the discipline to say no, be patient and wait for the right opportunity, be willing to stand on your own when no one agrees with you, and take advantage of other peoples fear and greed. That investment advice pretty much follows the thoughts of many of the presenters.

Tags: advice, conference, Ira W. Sohn Investment Research Conference, IraW.SohnInvestmentResearchConference, Legg Mason, LeggMason, LM, Loews, Loews Corp, LoewsCorp, LTR, Southeastern Asset Management, SoutheasternAssetManagement

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Top fund managers congregate

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