Lumiere Value Fund

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#28
The Lumiere manager probably has not experienced a major decline before except GFC.
Their gross exposure dropped to 64% in mar 09 coincidentally at the lowest point of the GFC or STI index.

They also reduced their exposure in last Oct 11 probably because of the impending Euro crisis.
Of course, no one can forsee any impending crisis. But, a value investor should probably be braver when the crisis is at the deepest.
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Messages In This Thread
Lumiere Value Fund - by nitro - 13-08-2012, 08:22 PM
RE: Lumiere Value Fund - by greypiggi - 13-08-2012, 09:08 PM
RE: Lumiere Value Fund - by KopiKat - 13-08-2012, 09:56 PM
RE: Lumiere Value Fund - by yeokiwi - 13-08-2012, 09:59 PM
RE: Lumiere Value Fund - by wee - 14-08-2012, 09:28 AM
RE: Lumiere Value Fund - by D123 - 14-08-2012, 11:21 PM
RE: Lumiere Value Fund - by Musicwhiz - 13-08-2012, 10:49 PM
RE: Lumiere Value Fund - by pianist - 13-08-2012, 11:25 PM
RE: Lumiere Value Fund - by changwk - 14-08-2012, 08:58 AM
RE: Lumiere Value Fund - by nitro - 14-08-2012, 11:27 AM
RE: Lumiere Value Fund - by Contrarian - 14-08-2012, 02:54 PM
RE: Lumiere Value Fund - by KopiKat - 14-08-2012, 03:12 PM
RE: Lumiere Value Fund - by Contrarian - 14-08-2012, 06:26 PM
RE: Lumiere Value Fund - by pianist - 14-08-2012, 07:23 PM
RE: Lumiere Value Fund - by KopiKat - 14-08-2012, 09:31 PM
RE: Lumiere Value Fund - by FFNow - 14-08-2012, 09:58 PM
RE: Lumiere Value Fund - by Blackjack - 14-08-2012, 04:02 PM
RE: Lumiere Value Fund - by Contrarian - 14-08-2012, 10:00 PM
RE: Lumiere Value Fund - by Musicwhiz - 14-08-2012, 04:09 PM
RE: Lumiere Value Fund - by etan - 14-08-2012, 05:48 PM
RE: Lumiere Value Fund - by freedom - 14-08-2012, 07:34 PM
RE: Lumiere Value Fund - by etan - 15-08-2012, 10:21 AM
RE: Lumiere Value Fund - by d.o.g. - 15-08-2012, 11:54 AM
RE: Lumiere Value Fund - by etan - 15-08-2012, 04:54 PM
RE: Lumiere Value Fund - by Contrarian - 15-08-2012, 09:45 PM
RE: Lumiere Value Fund - by dzwm87 - 14-08-2012, 09:38 AM
RE: Lumiere Value Fund - by shanrui_91 - 14-08-2012, 09:49 AM
RE: Lumiere Value Fund - by dzwm87 - 14-08-2012, 09:52 AM
RE: Lumiere Value Fund - by Salty - 14-08-2012, 04:15 PM
RE: Lumiere Value Fund - by mysterion - 15-08-2012, 12:01 AM
RE: Lumiere Value Fund - by valuenewb - 15-08-2012, 12:25 AM
RE: Lumiere Value Fund - by mysterion - 15-08-2012, 01:15 PM
RE: Lumiere Value Fund - by yeokiwi - 15-08-2012, 07:02 AM
RE: Lumiere Value Fund - by KopiKat - 15-08-2012, 07:57 AM
RE: Lumiere Value Fund - by dydx - 15-08-2012, 09:06 AM
RE: Lumiere Value Fund - by karlmarx - 15-08-2012, 08:32 AM
RE: Lumiere Value Fund - by dzwm87 - 15-08-2012, 09:28 AM
RE: Lumiere Value Fund - by CityFarmer - 15-08-2012, 09:47 AM
RE: Lumiere Value Fund - by dzwm87 - 15-08-2012, 09:57 AM
RE: Lumiere Value Fund - by CityFarmer - 15-08-2012, 10:11 AM
RE: Lumiere Value Fund - by yeokiwi - 15-08-2012, 03:53 PM
RE: Lumiere Value Fund - by mrEngineer - 15-08-2012, 07:29 PM
RE: Lumiere Value Fund - by etan - 16-08-2012, 05:39 PM

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