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Strategies & Market Trends : PBHG Funds

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To: A Kabili who wrote (13)	6/26/1996 10:22:00 PM
From: Michael W. Brom	of 268

A Kabili: I have a tremendous amount of respect for VanWagoner. He is an excellent fund manager. The two things that stand out in my mind about the PBHG Limited fund are: 1. the flexibility of being in a large fund family, ie. the research, ability to transfer assets quickly, etc. and 2. it will close once it reaches $100 M in assets. That is something that really appeals to me, especially with a microcap fund. Once a fund gets to $2-3 B, it gets difficult trying to continue to achieve high returns due to the OVER-diversification that the fund is required to do because of limitations placed on funds and the % amounts that can have in a particular equity. Select Equity has done well. It is a "cream of the crop" of the PBHG Funds, the top 30 stocks in the entire fund family. Extremely volatile, but it still doesn't have too much in assets and has performed EXTREMELY well since inception last year. It usually invests in midcap stocks. Michael W. Brom

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