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 Quote)Legg Mason Value Trust, Stephen DuFour of (FEQTX Quote)Fidelity Equity-Income II, David Dreman of (KDHAX Quote)Scudder Dreman High Return Equity and Michael Sandler of the (CFIMX Quote)Clipper fund, who shared last year's Morningstar Manager of the Year award. On the growth side, Foster Friess of the (BRWIX Quote)Brandywine fund and Steve Kirson of the profoundly battered (POEGX Quote)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 Quote)Van Wagoner Emerging Growth, Jim Oelschlager of (WOGSX Quote)White Oak Growth Stock and Bob Turner of (VGEQX Quote)Vanguard Growth Equity will share their thoughts on the tech sector and growth investing as well. Susan Byrne of (WESWX Quote)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 Quote)Pimco Total Return, Dan Fuss of (LSBDX Quote)Loomis Sayles Bond and Robert Rodriguez of (FPNIX Quote)FPA New Income will talk about what they see in the bond market. Also, Robert Lovelace of (AEPGX Quote)American Funds EuroPacific Growth and Mark Yockey of (ARTIX Quote)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.
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