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He argues that conglomerates are better overall long-term performers than specialists.
His UK Special Situations fund was one of the best long-term performers, but his recent China fund has disappointed.
The Soros funds have been good long-term performers, returning about 20% a year on average since 1969.
When he was at Credit Suisse, his Income and Monthly Income funds were among the best long-term performers in their sector.
We have culled five of the best long-term performers for you (see table).
While their valuations look a bit rich to him presently, Rudman thinks Brazil's pulp and paper companies are strong long-term performers.
Similar(50)
Too many stories imply that music-making women are a new phenomenon, which must smart if you're a long-term performer like Wanda Jackson or Joan Jett.
He is probably the most successful long-term performer in the hedge-fund industry who has managed to stay out of the spotlight.Mr Klarman is a devotee of "value investing", a discipline forged by Benjamin Graham (see article) and popularised by Warren Buffett, which involves buying stocks at a discount to their intrinsic value.
He has proven to investors that he's a long-term performer: the five-star fund has clinched the No. 1 spot in its Morningstar category for the three-year period.
Consider selling poor performers and replacing them with investments geared for long-term performance.
And while it's wonderful to see these women again, you have to look hard to recognize Jeanette Delgado (the outstanding dancer of the company's 2009 City Center season) and Jennifer Carlynn Kronenberg (a long-term central performer), because "The Golden Section," with its hauntingly effective taped score by David Byrne, is a showcase more for itself than for its interpreters.
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