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McElvaine Investment Trust 2011 Annual Report

July 10, 2012 | About:


Even when you have the process right, the results sometimes take a long time to materialize.

I submit for your reading and search for bargains a report from a value-focused manager who has the process right, and a portfolio that is slow to show results.

This man has had a lean five years in terms of investment performance which has wiped out a long stretch of outperforming. By looking at his favorite investments now, we may be able to catch some opportunities near their bottoms:

McElVaine2011 Annual Report Final

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