WSJ features an article (subscription required) about diversified equity funds that are doing well over 2008-2009 combined.
Message basically is: If you are up a lot this year and still are down for the past two years, it means you lost too much last year and should think about using low-volatility managers going forward. If you did not lose much last year, you do not need to make so much back this year, to get to break even....
Our strategy has always been to stay conservative and only invest in a diversified set of hi-confidence ideas. See about us and relevant disclosures....
