There was a great article in the Wall Street Journal recently highlighting Aegis Value Fund’s 40.5% gain over the past 12 months. Aegis Value, which is managed by Scott Barbee, has benefited greatly from the rise in gold stocks this year. Mr. Barbee is a deep-value investor who has focused on gold mining companies which have paid off handsomely in the past 12 months.

Give it a read when you have an opportunity, Mr. Barbee states that he is still looking at the gold mining sector, preferring companies that have lagged during this most recent rally, as offering the greater value potential.

Source: WSJ Article on Scott Barbee of Aegis Value Fund

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