30 ordspråk av Scott Cooley

Scott Cooley

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He is one of the smartest managers around.

At the boutique firms, it's a way to get recognized.

There is something to be said for having well-informed shareholders.

Nearly everything that had done well in 1999 has done poorly this year, and vice versa. I think the problem is perception lags reality with investors. Throughout this year, we've seen strong flows into technology and growth funds, and the stocks haven't done well. You wonder when investors will start chasing performance and go to value.

It's fine to make a bet on a sector, but you should know what bets you're making. The biggest lesson this year is diversification. What that means right now is to have exposure to a lot of major market sectors and not just chase health care because it did well.

I can't think of many managers who like studio stocks. It's a business with pretty uncertain returns. You can lose your shirt making a handful of movies.

These are cyclical stocks. When the economy slows, investors get out.

I really think that it's a little bit of a quirk that a lot of funds were able to do well.

When you think back in the last couple of years, there have been so many unexpected twists and turns in the market. It really makes sense to stay diversified.

You can't look at any one of those and say they're having a great year.

To the extent that fund companies had operations in the World Trade Center, they typically have backup files, so there shouldn't be any problems. Beyond that, the question is what happened to key investment personnel, and the initial response seems to be good. Oppenheimer Funds had offices in that building, and most of their personnel seems to be accounted for. And all personnel from Salomon Smith Barney was evacuated from 7 World Trade Center before it collapsed.

They're run by the same management team, and their argument for choosing airline stocks is that air travel is likely to build over time. I guess this goes to show how even that well-built hypothesis can be vulnerable.

My confidence in them would not be shaken by what's happened over the past month or so.

Some of the higher-turnover areas, like small blend funds and mid-cap growth funds, have a problem delivering comparable returns to their peers when too much money flows into the fund.

I think we saw a taste of what could happen in July, when a brief and moderate correction caused this fund to lose nearly 7 percent, about twice the loss suffered from the average conservatively managed large-cap fund.

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