The Green Lantern » Whitney Tilson

Tilson Mutual Funds – Getting bigger and gaining accolades

Eric Franklin — Sun, 15 Oct 2006 05:30:30 +0000

I am not a rich man – yet. For years, however, I followed the investment writings and newsletters of Whitney Tilson, a noted value investor running a hedge fund for accredited investors. I had even emailed him at one point to see if there was a way he could take my money. As someone that did not qualify as an accredited investor, I was quite excited when he sent me an email and told me that he was going to be launching a couple mutual funds. When those funds launched, I bought in right away, even though they had no ticker symbols and I could not hold them in my Ameriprise brokerage account. I just knew I wanted this guy’s thoughts and updates being sent to me as frequently as possible (and the updates from the fund company are indeed great).

The good news is that these funds have really been performing quite well. In fact, they finally reached enough assets to get their own ticker symbols (TILFX – Tilson Focus Fund and TILDX – Tilson Dividend Fund).

And then, to top it all off, the Wall Street Journal’s Quarterly Mutual Fund supplement rated the Focus Fund #1 out of 883 entries in the Multicap Core Funds category with a one -year return of 19.98%! Yowzah!

I strongly recommend both of the funds for long-term buy and hold investors who want their money managed professionally and ethically. Here’s to hoping that staying in for the long haul someday helps me acheive “accredited investor” status.

The Sayings of Chairman Buffett

Eric Franklin — Tue, 02 May 2006 15:04:05 +0000

If I had as much money as I wanted, I'd subscribe to Whitney Tilson's "Value Investor Insight." From the snippets I have seen, it looks like a really high quality newsletter (I'm on the Tilson mailing list and get little excerpts of the product from time to time). Alas, I already own a couple other investment newsletter subscriptions which are paying off very nicely and I don't feel like switching out of yet.

If you click the heading on this post, however, you'll be able to look at a section of this month's edition of "Value Investor Insight" which is a great recap of some of the best sayings of Warren Buffett.

One of my favorites is the following:

"A friend of mine spent twenty years looking for the perfect woman; unfortunately, when he found her he discovered that she was looking for the perfect man." – meeting with Dartmouth Students

Tilson On Bloomberg

Eric Franklin — Sun, 19 Mar 2006 05:16:16 +0000

Whitney Tilson was on Bloomberg last week. I’m a big fan of his writing and value-driven investment philosophy. I’ve even corresponded with him once or twice – just long enough to say that I appreciate his work and to find out that I’m nowhere near having enough cash to partake in his hedge fund. Luckily, Whitney was gracious enough to give me a heads-up that he was about to launch a couple mutual funds, which I got into several months later.

This is a 5 minute video (approximately) of Whitney’s most recent appearance on Bloomberg.

TilsononBloomberg.wmv