21 Quotes by Christopher Traulsen

I don't have a crystal ball, but travel is likely to slow.

If it's a trend, it's going to be slow moving.

He has long stayed out of energy, and it's been the leading category. That really held the fund back, but more recently energy hasn't been a great place to be.

I think the odds are good. I would be surprised if he didn't (beat the S&P).

I think that has been thrown into doubt by her failure to innovate in asset management.

I think they're on the right track with the changes they're making, but only time will tell if the execution will work out.

Lange will invest wherever he sees an opportunity.

Marriott International is a huge portion of that Longleaf fund -- 10.7 percent as of June 30. Host Marriott comprises around 5 percent, and Hilton around 4 percent. If you've got 20 percent of your assets in hotels, and no one's traveling, you'll take a hit.

Too many tech funds were brought out in the 1990's and many of them were ill-conceived as long-term investments.