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Strategies & Market Trends : PBHG Funds

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To: Mark who wrote (109)1/24/1997 4:42:00 PM
From: Michael W. Brom   of 268
 
Mark:

I should have been more explicit in my point #1 regarding investment styles. I guess I just assumed that most investors would be able to "read between the lines" about the "overlap" issue when reading that particular point. My bad...I'll remember to be a bit more specific next time. The overlap is something I consider when investing in the various PBHG funds that I am currently invested in. Select Equity and EG only had two of the same issues in their portfolios the last time I looked. So, as you can tell, I have taken into consideration the "overlap" issue. Forgive me for not being more specific.

Michael
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