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To: yard_man who wrote (2451)	6/21/1998 4:37:00 PM
From: Bonnie Bear	Read Replies (1) of 86076

Tippet: you might want to look at what the old-timer fund managers are doing. They are holding brokerage stocks. I own FUND, which is selling at a 15% discount to NAV right now- not bad for a portfolio with bonds and brokerages. Royce buys the smallcap brokerages with foreign exposure, knowing that the brokerages have high holdings of bonds and make money on trading. So he likes EV for India and China, PA for Europe, BHIKF for South America, PIOG for Russia. It's a nice strategy as the smallcap brokerages are volatile but have limited downside risk and are easy to trade. The brokerages do better than anyone else coming out of a bear.

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