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Strategies & Market Trends : PBHG Funds
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To: Christopher Coleman who wrote ()6/17/1996 6:09:00 PM
From: eric jacobson   of 268
 
I've been in the Select Equity fund for some time and have been extremely
impressed. It invests in no more than 30 stocks, most of which I believe
are the "cream of the crop" from the Emerging Growth, Growth, Tech/Comm,
and Large Cap funds. It only has about $200 million in assets, so they've
been able to be pretty agile in their selections. It's pretty volatile as
it may move 3-4% in a day, and recently went up 20% over one month. As said
by other posters, this can be very rewarding during a bull market but
somewhat unsettling when the NASDAQ is getting hammered.
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