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Some of the fun in CAPS is stealing ideas from some of the best players in the game - whether it be Russell, TMFBent, downwithpumpers and others. Heck, TMFBreakerDan has made a CAPS career on being a serial thief. I'm not ashamed to admit I steal from them on a regular basis. Their picks often nicely supplement my own DD and my own researched picks.

 

However another source of great ideas is top mutual fund managers' holdings. The key is to find managers who espouse a value bent, and have good returns over time. These kind of managers tend to have a similar style to mine, so the picks are within my circle of competence.

 

There is a nice Morningstar article that covers quite a few managers here:

 

Top holdings include TYC and Dell (I own shares).

 

http://news....sp?id=173217

 

I also follow the following funds:

 

CGM Focus

Dodge and Cox

Fairholme

Legg Mason Value Trust

Meridian Value

RS Value

First Eagle Global A

Third Avenue Value (my favorite)

Steven Mandel at Lone Pine Capital via SEC filings

 

So I guess my question is: Who would you add to the list?

 

Steve

 

 

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