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Strategies & Market Trends : PBHG Funds

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To: Michael W. Brom who wrote (119)	2/24/1997 6:10:00 PM
From: William Caldwell	of 268

Michael, You didn't say how much of your IRA is invested in the Emerging Growth fund, but however much it is I still wouldn't recommend following a strategy of selling-low and buying-high by moving money from small-cap growth stocks, which have been underperforming the market averages, to large-cap growth stocks which have been leading the market higher. Although I don't think you will be disappointed with EG's performance over the next 2-3 years, you might feel more comfortable with PBHG's Core Growth fund. Still, I feel you would be better off ignoring the recent pain that you've experienced with EG and staying the course. Christine is an excellent young manager and she runs a tight ship - a very disciplined operation. And, if you really want my view, the top funds to own at PBHG are Select Equity and Technology & Communications. Best regards, William

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