New Fund Watch post is up here.
I just wanted to take a moment to say that I never want to sound like I am critizing the fund managers, who I think on the whole do a marvelous job. The blog is just meant as a tool to help people understand the fund's current stratagies, returns, and outlook. If any manager has a question about what I'm saying, or wants to clarify what their strategy is, please send an email to hsxfundwatch@gmail.com, I always welcome the dialog.
Thanks,
Whitewalls