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Strategies & Market Trends : PBHG Funds
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To: Michael W. Brom who wrote (123)2/25/1997 10:45:00 AM
From: William Caldwell   of 268
 
Michael,

Since I feel very strongly that Select Equity represents PBHG's investment discipline in its purest form, I would be hesitant to take any money away from it.

You could split the other 50% between EG and T&C. John Force of Technology & Communications has the hot hand, which is helping to attract a good cash flow into the fund - a great aid to performance, in my view.

William
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