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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club
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To: marc ultra who wrote (3832)3/14/1999 8:48:00 PM
From: Justa Werkenstiff  Read Replies (2) of 15132
 
Marc: Small cap funds are an enigma with Russell down over 5% for the year and S & P up over 5%. I am of the camp that believes either the small cap rallies or the large caps decline. Based on the negative performance of the Russell 2000, I believe the latter scenario is more likely in the short term. The non-confirmation of the Russell in the recent rally leads me to believe this is a false large cap rally with no real legs and that we are still in a correction phase. The valuation disparity is really amazing between the large and small caps and it is growing.

I would look at that fund to see what its performance has been in an up market as opposed to a down market to help better gauge whether it is worth keeping. It may be a beta blaster to the upside if the small cap environment turns favorable. The price you might be paying is a beta meltdown in a down market like the one we are in for the small caps.
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