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Letter "C" » Christopher Traulsen Quotes
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«It's a nice marker of his consistency, but I wouldn't think less of him if he didn't make it.»
Author: Christopher Traulsen
«Classic Bill Miller is to find companies that other people don't like and see if the projections were incorrect.»
Author: Christopher Traulsen
«He has long stayed out of energy, and it's been the leading category. That really held the fund back, but more recently energy hasn't been a great place to be.»
Author: Christopher Traulsen
«I think the odds are good. I would be surprised if he didn't (beat the S&P).»
Author: Christopher Traulsen
«I think that has been thrown into doubt by her failure to innovate in asset management.»
Author: Christopher Traulsen
«It's an enormous change from what they've done in the past. I think it's been late in coming, but I think it's going to benefit them.»
Author: Christopher Traulsen
«I think they're on the right track with the changes they're making, but only time will tell if the execution will work out.»
Author: Christopher Traulsen
«Marriott International is a huge portion of that Longleaf fund -- 10.7 percent as of June 30. Host Marriott comprises around 5 percent, and Hilton around 4 percent. If you've got 20 percent of your assets in hotels, and no one's traveling, you'll take a hit.»
Author: Christopher Traulsen
«A lot of the funds in this rally are really some of the more speculative, riskier ones around and investors should be careful about chasing their performance.»
Author: Christopher Traulsen
«Clearly he underperformed badly during his tenure. He had a large bet in place on some of the biggest stocks on the market.»
Author: Christopher Traulsen
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