John Neff Strategy Stocks

Over the past 20 years, John Neff has managed the Gemini Fund, which has grown almost twice as fast as the stock market. The Windsor Fund itself reached billions of dollars within a few years, rising to $5.9 billion by 1988, making it the largest income equity fund at the time. By the time John Neff stepped down as manager in 1995, the fund had $11 billion in assets under management. And he has a record of selling stocks when they are too high and too strong. He is a classic contrarian in that he buys in a downturn and sells when the stock prices overshoot.