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To: afrayem onigwecher who wrote (413)	6/5/2000 10:21:00 AM
From: StockDung	of 435

What is a MOEIBUS? Ask Steven Reid->Making New Friends at the Expense of the Old? 10/29/98 Kudos to Marty Whitman for stopping to pick up values even as other investors are racing for the doors. But does he really need to reopen to new investors? Same goes for Oakmark Small Cap's Steven Reid (who, incidentally, also owns Catellus), Heartland Value's Bill Nasgovitz, and the teams at Neuberger & Berman Genesis and Longleaf Partners (there must be a link between Catellus ownership and this spate of re-openings!). Oakmark Small Cap lost more than half of its asset base this year, so Reid has had significant outflows to contend with--but $600 million is also a much more reasonable size for a small-cap fund. Third Avenue Value, Heartland Value, and Neuberger & Berman Genesis all still weigh in at over $1 billion, plenty big for small-cap value strategies. And Longleaf's mid-cap focus doesn't give it much extra leeway, with an asset base of more than $3 billion. I just hope they are all as quick to close again, before the cash starts piling up. news.morningstar.com

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