Roge sees better value fund alternatives out there. "We like Oakmark, First Eagle SoGen Funds, Dodge & Cox, and Longleaf for deep value," he says. "They have larger organizations, more analysts and a deeper bench."

Then there's the matter of the four-year-old board brouhaha that, at least in the minds of some financial advisors, isn't going away any time soon. "Any time there is turmoil in any fund organization, it is very distracting to the fund managers and analysts, and we are out of there as soon as possible," says Roge.  

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