What's Kevin Landis Been Up Too Lately?
Kevin Landis is one of the well known Portfolio Managers still around from the dot com error. He was well respected in the investment world up until the crash. His funds also highlight the issues with being a sector driven PM. Nice when your sector is soaring but horrible when the boom turns too bust. Barons did a nice write up on him and his funds. Lately Landis has put up some impressive results and based on history it's worth reviewing his picks. He is well known for investing in leading edge technologies. Unfortunately if you aren't careful such investments can quickly turn into bleeding edge. Those investment tend to bleed you dry before paying out.The combination of the valuations in some tech stocks and the fact that he is starting to get press makes me wonder about a topping action in tech. Unlikely yet, but worth watching. Landis has easily outperformed the sector and SP500 over the last 1, 3, and 5 years, but once you go back 10 years his record runs into the 200...