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Biotech / Medical : T/FIF Portfolio -- Ignore unavailable to you. Want to Upgrade?


To: scaram(o)uche who wrote (925)6/2/1999 11:17:00 AM
From: LLCF  Read Replies (1) | Respond to of 1073
 
I remember that I promised a while back to keep up with this Micheal Yellen guy who runs AIM Global Health Care. If you remember when we were railing against these guys:

Message 9031028

Message 9032193

So anyway, according to Bloomberg both funds run by Yellen are down about 15% since our posts, and down 10-12% on the year.

I think he had a great quote that because it's the opposite of the Warren Buffet [don't just do something, stand there] philosophy:

>> "If someone is sitting in small-cap names for years, saying that the market has been stupid and he's been smart -- that's not a legitimate view." <<

DAK

DAK