The managers of this fund are not afraid to tune out conventional wisdom. “We’re very willing to not look like anybody else,” says co-manager Kimball Brooker. He currently favors Japanese stocks, such as manufacturing company Shimano, because he thinks they’re cheap. Generally, about 5 to 10 percent of the fund is allocated to physical gold bullion and stocks of gold mining companies. Over the past 10 years, the fund has returned an annualized 13 percent.