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To: Tommaso who wrote (203781)11/10/2002 4:48:51 PM
From: Joan Osland Graffius  Read Replies (1) | Respond to of 436258
 
Tommaso,

I have not looked at what has happened in the last few months with the distribution of assets inside the fund. I recently added to my position when I saw the dollar starting to go south.

The reason I like the fund is because of the high quality European government debt. I have not been able to find a fund with this quality in foreign debt. Tice has done a good job of maintaining debt quality and has not chased risk to increase yield. I like this guy - he keeps on giving you what one expected when you bought the fund. We should do well with these ski and yodel assets.

KT should like the fund if the Swiss bonds have expanded to 20% <g>