By Matt Badiali in Growth Stock Wire:
Robert Rodriguez is one of the top value investors in the world. His flagship FPA Capital Fund returned investors around 17% a year from 1984 through 2007. However, his fund took a beating in 2008 (like most any other asset in the world).
Still... it's worth knowing what Rodriguez is excited about. He has a great eye for value in the small-cap area of the stock market – my favorite area. And here's where it gets interesting...
Rodriguez's FPA Capital Fund has 32% of its holdings in just five oil and gas service companies (as of 3/31/09). This is a HUGE weighting toward one sector for a mutual fund...
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One of the world's best income investments now yields a safe 10%
Jim Rogers likes crude oil better than gold right now...