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November 06, 2009 at 07:00 PM
Given the 2008 credit debacle, and the March 2000 to March 2003 tech bubble, how has your investing methodology changed? Do you still believe in MPT (modern portfolio theory)? Are you still allocating among different constrained asset classes?
Since the Lazarus Small Cap Value fund is constrained to only invest in — you guessed it! — small-cap stocks with a value bent (buying something for 85 cents that is worth a buck), do you feel — even if you have your customers allocated a la MPT — that it’s still okay to use that kind of constraint? Many funds, if not most funds, are constrained: Large-cap, micro-cap, fixed-income, etc; do you still use them? Do you use them the same way you used them before 2008? Or are you mixing with other investments? What investments?
