Here is a re-print of my latest research piece . . . Enjoy!!!

Scout International Fund – UMBWX

Lee Munson and Lorn Davis interview James L. Moffett

In the world of mutual funds, only a handful of names stand out and James L. Moffett, CFA stands tall among them. Running the Scout International Fund (Ticker: UMBWX) since its inception in 1993, Mr. Moffett has garnered a reputation for running a tight ship that repeatedly beats its competitors and the domestic market over the long term. His strategy has remained consistent and simple: look at the international economic, political, and market conditions to choose which countries to invest in. Then, select the best blue chip companies each country has to offer in view of each economy’s prospects.

Prices as of 12.01.2009
Matthews Pacific Tiger (MAPTX) hold 19.08
PIMCO Total Return D (PTTDX) hold 11.02
T. Rowe Price New Era (PRNEX) hold 44.04
Loomis Sayles Bond Retail (LSBRX) buy 13.22
Gateway A (GATEX) buy 25.12
AQR Diversified Arbitrage (ADANX) buy 10.70
Matthews Asia Pacific Equity Income (MAPIX) buy 12.20
Eaton Vance Floating Rate A (EVBLX) hold 8.72
JP Morgan Alerian (AMJ) buy 26.77
Vanguard REIT Index ETF (VNQ) buy 42.82
Rydex Managed Futures Strategy H (RYMFX) buy 27.71
Scout International (UMBWX) buy 29.32
Oakmark International I (OAKIX) buy 16.81
Harbor Real Return Institutional HARRX buy 10.53
Oppenheimer Rochester National Muni A ORNAX hold 6.87

*Individual investment results will vary depending upon buy and sell dates.

Assessing the market action from the floor of the NYSE, with Lee Eugene Munson, Portfolio Asset Management; David Wright, Sierra Core Retirement Fund; and CNBC’s Maria Bartiroma  and  Scott Wapner.

See the video here