| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
4
4
2
3
2
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 2.56 | 0.0 | 2.56 |
| Stocks | 76.64 | 0.0 | 76.64 |
| Bonds | 0.0 | 0.0 | 0.0 |
| Other | 1.37 | 0.0 | 1.37 |
| Foreign Bonds | 0.0 | 0.0 | 0.0 |
| Foreign Stocks | 19.42 | 0.0 | 19.42 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 0.01 | 0.0 | 0.01 |
Updated 01.31.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 01.31.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Liberty Media Corporation | LMCA | --- | 8.8 |
| Howard Hughes Corp | HHC | 29.9 | 8.38 |
| Icahn Enterprises LP | IEP | 69.37 | 7.12 |
| Leucadia National Corporation | LUK | 32.48 | 5.82 |
| Jarden Corporation | JAH | 29.72 | 4.64 |
| AutoNation Inc | AN | 13.73 | 4.59 |
| Jardine Strategic Holdings Limited ADR | JSHLY | 8.56 | 4.12 |
| Sears Holdings Corporation | SHLD | 20.99 | 3.89 |
| Brookfield Asset Management Inc Class A | BAM | 9.06 | 3.7 |
| Viacom, Inc. Class B | VIAB | 25.47 | 3.57 |
