The Morningstar Conference: The Fund World's Winners and Losers Gather
CHICAGO -- The mutual fund world's Woodstock kicks off Tuesday, giving us a chance to hear from tenured fund managers who've weathered the past year's storm and others who are bailing water.
loss of more than 50% in the past 12 months. In the next few days, we'll hear from value veterans such as Bill Miller of (LMVTX)Legg Mason Value Trust, Stephen DuFour of (FEQTX)Fidelity Equity-Income II, David Dreman of (KDHAX)Scudder Dreman High Return Equity and Michael Sandler of the (CFIMX)Clipper fund, who shared last year's Morningstar Manager of the Year award. On the growth side, Foster Friess of the (BRWIX)Brandywine fund and Steve Kirson of the profoundly battered (POEGX)Putnam OTC Emerging Growth fund will chat about tech's role in a growth portfolio now that the mercurial sector has led so many growth funds south. Other bruised growth-fund managers such as Garrett Van Wagoner of (VWEGX)Van Wagoner Emerging Growth, Jim Oelschlager of (WOGSX)White Oak Growth Stock and Bob Turner of (VGEQX)Vanguard Growth Equity will share their thoughts on the tech sector and growth investing as well. Susan Byrne of (WESWX)Gabelli Westwood Equity will tell us how she looks for turnaround candidates in this tough market and highlight some companies that might be comeback kids. Bond gurus such as Bill Gross of (PTTAX)Pimco Total Return, Dan Fuss of (LSBDX)Loomis Sayles Bond and Robert Rodriguez of (FPNIX)FPA New Income will talk about what they see in the bond market. Also, Robert Lovelace of (AEPGX)American Funds EuroPacific Growth and Mark Yockey of (ARTIX)Artisan International will chat about where they see opportunities and risks in overseas investing. Finally, we'll also hear from the folks at FOLIOfn, Vanguard and Barclays, who will discuss exchange-traded funds, index funds and other low-cost ways to invest in stocks. There you have it, something for everyone. We'll keep you posted.>To order reprints of this article, click here: Reprints
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