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Bear-Bull Hybrid Is Beating the Market

Stock quotes in this article: ESV , RDC , NOV , PTEN , AVT  

Wow!

Earlier this week, when I looked at how the top fund managers were doing this year, one name leapt out: Bob Rodriguez.

The veteran value manager at (FPPTX Quote)First Pacific Advisers' FPA Capital (FPPTX) came into the year as a growling grizzly bear, braced for a slump and holding more than 40% in cash.

So you'd expect him to be trailing badly as Wall Street has boomed instead. ...

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