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Strategies & Market Trends : lexington troika dialog russia fund
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To: Bill Rogers who wrote (51)11/15/1997 12:52:00 PM
From: Bill Bishop  Read Replies (1) of 92
 
I am in that fund as well. It has started to have "Russia creep"--a fair percentage of assets are invested in Russia, likely in the same companies that letrx invests in. VEEEX has been a dog for the last few months, as the E Euro markets have lagged due to some growing macroeconomic concerns. There was an alarming article in the Economist a few backs back that said that an Asian-style currency crisis was not out of the question for many of the E Euro economies.

Again, it is a long-term play. I am not getting out, but neither am I dumping a lot more $$ in. If you are not yet in, you might want to give it some time to see how or not the Economist is right. If it is, you'll be able to get in very cheaply.
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