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Strategies & Market Trends : PBHG Funds

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To: Christopher Coleman who wrote ()6/17/1996 6:18:00 PM
From: Bob Towery   of 268
 
I have been in about 10 funds over the past four years.

PBHG Growth is my big winner (and largest holding). I'm up about 50% (total) over the three years or so I have been in it.

I bought into some Robertson Stephens six mos ago, based on recommendation. Would that I had invested that with PBHG too - the RS hasn't done squat.

I just invested in the Select Equity as well.

Although they won't come out and say it, the strategy seems to be that since they only hold about 30 stocks, the managers' belief in new stock to be added must be very strong, because they have to sell out their "on the bubble" stock. I like it.

Interesting to see the posts on the new limited fund - I wasn't aware of this. Sounds like a good place for my RS money sitting around not doing much!

Bob.
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