What Works on Wall Street (O'Shaugnessy) Message Board

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Strategies & Market Trends : What Works on Wall Street (O'Shaugnessy)

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To: Brian Channon who wrote (15)	2/6/1997 9:26:00 PM
From: sea_biscuit	of 109

This problem (of the size of the fund impacting the portfolio) still exists, particularly for the Cornerstone Growth fund. Most of the companies picked by the strategy tend to be quite low-cap companies (around $300 million or so). So, if the fund size gets anywhere around $1 billion, it could very well start exhibiting "style drift", the lack of which is being touted as one of the selling points of the fund! At the very least, we could start seeing "style dilution". However, he seems to be trying to control that by setting the minimum initial investment at $5000 (for regular accounts). So that should keep the size of the fund from becoming too big too fast. Dipy.

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