Just posted the below on my blog, but thought a cross-post here would be particularly useful for Spoke Fund® managers, too.
Here’s the packet I gave folks at the IIM annual meeting last Saturday – my notes from Louis Lowenstein’s terrific book, The Investor’s Dilemma.
Highly recommended reading for anyone who invests in mutual funds. Or, anyone who’d like to build a Spoke Fund®, I suppose.
Click the Download link immediately below for the PDF version.