Should i buy sequx

That lower rating was earned largely by doing the same things that previously earned plaudits and kudos, running a concentrated portfolio of a few stocks, held indefinitely. His co-manager, David Poppe remains part of the management team — Valeant is no longer in the portfolio — but the crew is now mostly relative newcomers.

Think of someone saying that they have the legendary ax that the father of our country used to chop down the famous cherry tree, but that they had to change the handle and the blade. With any investment — whether you have actually held it for years or just admired it — what happens next is what matters most. Share story. Andrew Daniels.

Associate Director. Sequoia is led by a strong investment team, but ongoing process questions keep its Morningstar Analyst Rating at Neutral. A formidable investment committee has run this strategy since May All members of the committee--consisting of Arman Gokgol-Kline, John Harris, Chase Sheridan, and Trevor Magyar--have worked together for more than a decade, demonstrate an intimate knowledge of firms held in the portfolio, and invest heavily in the strategy alongside fundholders.

Designed so that no one person can have full sway over buy and sell decisions, the committee requires a vote. However, it doesn't force consensus, which helps prevent a get-along-to-go-along dynamic that had hurt the team in the past.

Backing the committee is a well-resourced, experienced, and stable team of 11 generalist analysts. The team employs a prudent approach, looking for firms with strong franchises and differentiated business models, as well as management teams that are adept at allocating capital.

MSWM Brokerage. Morgan Stanley - Brokerage Accounts. Pershing FundCenter. Raymond James. Robert W. Schwab All Retail, Instl, Retirement. Schwab Existing Shareholders Only.

Schwab Institutional. Schwab RPS All. Schwab Retail. Scottrade Load. Three bullish funds for bearish times Dec. ET by Robert Powell. Sequoia spreads its branches, looks to Europe Jul. ET by Ian Thomson. ET by Jonathan Burton. Buy and hold gets old Jul. ET by Sam Mamudi. Don't hold too much of the energy sector Jun.

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