Links of Interest – April 29, 2011

The Best Funds of the Last 20 Years – Table – WSJ.com – Some may be worthwhile hunting grounds for new, provided you understand their investment process and it is compatible with your own.

Horizon Asset Management – 1Q 2011 Commentary – Good discussion of the markets valuation based on book value. Here is the related conference call (excellent, as always).

Fairfax Releases Q1 Financial Data; Rocked by Japan – Discussion of Fairfax’s results from TheCornerofBerkshireandFairfax.com.

Tweedy, Browne 1Q, 2011 Commentary

Yacktman 1Q, 2011 Commentary

The Nick Saban method of recruiting – ESPN – If you want a good investment outcome, you need to focus on your investment process. Here’s a look inside Saban’s highly successful recruiting process at Alabama.

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