Ruffer Investment Share Discussion Threads

[bpdon] 06/2/2012 14:27

Im still here ifthecapfits. Ruffer has been a perennial under performer over the last 6 months but with zero volatility compared to the main indices.

In fact, over a 2 or 3 year time scale Ruffer is far from exciting - it just steadily plods along. Its only when you include the 07/08 blood bath that Ruffer looks a stellar performer. Also good to see the premium easing here slightly.

I do still harbor some doubts about the Ruffer investment themes. But, looking at the 07/08 performance, I kinda think of my relatively small holding here as a bit like a put option on the general market.

[ifthecapfits] 03/2/2012 15:26

Where has everyone gone - any holders? Looks to be doing a bit better of late.

[ifthecapfits] 31/10/2011 10:49

Nice spike up.

[topvest] 14/10/2011 19:50

Has anyone received the annual report? - mine hasn't arrived yet.

[ifthecapfits] 14/10/2011 15:48

Anyone going to the AGM? Would be useful for some insight.

[madengland] 12/9/2011 14:15

I think the fund is positioned well but is 6-12 months early. Am looking to buy back in the future

[babylon3] 08/9/2011 11:24

Seems like Japan could be about to come good. THe Swiss have set the benchmark.

[bpdon] 26/8/2011 13:25

Yip. Added some more this week. Its been a stellar performer for me over the last few years so keeping the faith. Big bets on eventual inflation and Japan coming good (weakening yen)...... they know what they like and go for it. No fence sitting here.

[glyn celyn] 24/8/2011 16:41

Is there anyone there!?

[madengland] 22/6/2011 08:17

Maybe, I held through 2005 to early 2010 and like the fund. I keep an eye all the time on the performance. With inflation where it is, this has lost money over the last 12 months and I do not think the portfolio is risk free either.

[bpdon] 18/6/2011 17:02

To explain the premium, I guess you just need to consider how Ruffer performed in 2008 versus the market...... and extrapolate forward investors continued market fears which continues to see the premium prevail.

[madengland] 18/6/2011 15:08

It surpises me that this IT continues to trade on a premium, given this years performance

[babylon3] 03/6/2011 08:25

Seems to have flat lined a bit of late.

[pip_uk] 09/4/2011 09:01

Jimbo55,thanks for your view on Ruffer.
If governments ever tried renege on index linked bonds where to then, unthinkable,but these days you can rule nothing out, we just get told lies.
I am very happy with what I read about Ruffer and their investment philosophy is very rewarding, looking at past performance.
As regards Gold I do hold a few Sovereigns for a rainy day but I suspect the grand children will end up with them.
I will also continue investing my money with Ruffer.

[pip_uk] 08/4/2011 14:47

AlunRM, at the end of the day governments will not fight inflation too hard,it`s the only way they will ever erode the debt burden.
It`s only the proverbial man and woman in the street who will pay the bill.
They will be our children and grand children.
Cheers.

[alun rm] 08/4/2011 14:42

pip, i haven't seen the article, but Ruffer is sitched on to the inflation mega trend. you have made a wise choice buying in here.

[pip_uk] 08/4/2011 14:41

Thanks Babylon.
A nice quiet board makes a change...

[babylon3] 08/4/2011 14:39

Welcome aboard....

[pip_uk] 08/4/2011 14:32

Have just been reading an article in this weeks Money Week on the benefits of investing in the "Ruffer Investment Company". It is most likely we shall see inflation in the future regardless of the lies told by politicians.
This would seem to be a good vehicle for protection against future inflation.
They escaped unscathed from the Japanese disaster.
The only slight draw back for me is the fact it is trading at a premium, but it has done so since conception.
Good enough for me so I bought a stake today.
Cheers.

[babylon3] 28/3/2011 15:18

Only what is showing in here



They hold 3.5% in the ruffer Japanese Fund which is as follows:

[alun rm] 23/3/2011 14:37

Hi babylon

Good to know I am not alone!
I plan to build up a position here, with a long term view. Should I come across information of interest, I will post it. I guess for now the big issue revolves around the 23% of the fund made up of Japanese equities. I suspect that Japan will bounce back quickly, with serious rebuilding to be done. I understand Ruffer has bought Nippon Telephone and Resona Bank. Do you know what other Japanese equities are in the fund?

Alun

[babylon3] 23/3/2011 14:03

Welcome aboard...