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Strategies & Market Trends : Heinz Blasnik- Views You Can Use

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To: LLCF who wrote (958)5/8/2003 6:57:30 PM
From: Earlie  Read Replies (1) of 4905
 
Dak:

Agree.

I've been called into board rooms and told that "Our bylaws prevent us from moving to less than 65% equities invested", etc. Delightfully, a manager I truly respect recently told me just that and then added that he was sitting on 85% cash and was looking for good short side stocks (the reason I got the call). This guy will survive the coming fund manager sacking orgy. (g)

Best, Earlie
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