Neil Woodford

le_loup

Neil Woodford to join Oakley Capital


http://www.moneyobserver.com/news/19-12-2013/neil-woodford-to-join-oakley-capital

ChesterDog

How interesting.

If that sounded sarcastic, it wasn't meant to, by the way!

:-)

JohnRo

I wonder if Neil Woodford will end up becoming a victim of his own success and/or ego. Schumacheresque is what I'm getting at.

block10

Interesting analysis in the FT

"Mr Woodford is known to have wanted to downsize as he was struggling to maintain his successful investment performance. He still has one of the best performance records, having returned 23 times his investors’ money over 25 years.
But his best years were a decade ago when his funds were much smaller. Some analysts say his funds have become too large and unwieldy, and it is difficult to remain nimble and flexible when running such a large amount of money. Indeed, Mr Woodford’s positions in some small-caps are so large, it has rendered them illiquid and difficult to trade in."

theGrinch

he sold vodafone just as many purchased at 160p

WatsonNimrod

I've just checked my returns V Woodford.

I'm staggered that my amateur, rather slap dash value inspired portfolio has returned just 3 percent less than the esteemed fore mentioned over the last 5 years!

le_loup

Whilst I have jumped ship, he made an annualised 10% for me over 11 years. That's whilst taking the income.
Bit better than the Post Office Savings Bank.

talexuser

Where have people jumped to? For interest only...

A_Flock_Of_Sheep

talexuser wrote: »

Where have people jumped to? For interest only...

For me I have moved to the passive side using vanguard Life Strategy.

I have also JLIF, unicorn uk income and SDV

Thrugelmir

block10 wrote: »

Indeed, Mr Woodford’s positions in some small-caps are so large, it has rendered them illiquid and difficult to trade in."

The more successful one becomes in any single market. Then you become the market.

Thrugelmir

WatsonNimrod wrote: »

I'm staggered that my amateur, rather slap dash value inspired portfolio has returned just 3 percent less than the esteemed fore mentioned over the last 5 years!

You'll get close but rarely emulate.

To match Warren Buffet in his heyday you'd of needed access to sizable amounts of cheap funds to play with.