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Subject:  Power of Investment Clubs Date:  2/10/2012  11:25 AM
Author:  Manifest Number:  7256 of 7260

I've worked with people like Selena (and Tom & David) on themes surrounding the educational potential of investment clubs for years. This area has been a little too dormant for my taste and I think many would agree. In that spirit, here's an update on some investment clubs that are alive, well and roiling in Foolish fun when it comes to long-term investing ...

Investment Club Nation, we think you’ll like this one. Five years of our Groundhog Challenge “in the can” and 58% of participants have outperformed the Wilshire 5000 during a period when only 33% of domestic stock fund managers can say the same. (Only 17% of stock funds beat the market during 2011.)

A year ago we celebrated the achievements of the “girls” as Groundhog IV came down to the wire with some of our favorite ladies from Houston to Minnesota battling for the finish line. This year, it’s all about the groups known as investment clubs. The group entries from clubs won the overall championship and locked down four of the top five positions. Our overall winner for 2011 hails from Traverse City, Michigan — is known as the Northern Traders — and was the subject of our Dashboards Diagnostics [monthly webcast] last March. The individual champion for 2011 is Pittsburgh’s own Nick Stratigos. It seems fitting that Nick should win because (1) he’s always near the top of the standings and (2) he can see Punxsutawney, Pennsylvania from his porch.

Our Groundhog Creed: “A group of investors heeding the lessons of Graham, Babson and Nicholson has at least one leg up on the crowd and a better than average opportunity to generate exceptional returns.”

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Best wishes and Better Investing,

Mark Robertson
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