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So we've been cut in more than half..     19-Oct-08 10:00 pm    
Got nailed with big distributions last year and may have some significant ones this year.

I'm among those who sold a lot before the distributions late last year. And have lost 30% or so since with the shares that remained.

My balance in this fund now is about a quarter of what it was at one time. Due to my withdrawals and fund performance. I don't follow it too closely any more.

Anyone have any fresh thoughts?

I'll probably attend the event next month.

Ironically a lot of the funds that I took out of MUHLX I invested in BRKB which is now a top 10 holding here and has been one of the better performers.

And we're over half off the all-time high. Don't get me wrong - it's tough everywhere. I wonder if there will be any 'team' tweaks, thinning, new faces, or if Ron will really step forward. I don't even know what I'm wishing for. At some point a team has to run this thing. It just seems to have co-incided with poor performance.

Dave
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davebugs

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So we've been cut in more than half..
davebugs Not rated 19-Oct-08 10:00 pm  
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Muhlenkamp (MUHLX)

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On Nov 27: 49.29 Down 0.73 (1.46%)
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