This Fund's China Connection Pays Off


By Eric Wahlgren

Q: Your fund has had a nice run this year. But market strategists are talking about an eventual rotation into large caps from small caps. What would this mean for your fund's performance?

A: If past is prologue, we have some excellent years ahead of us. There's a ton of upside in small-cap growth companies. The rally we're seeing now is on par with the rally we saw in 1991. Small caps led that rally. But even in the following years, 1992 and 1993, small caps outperformed large caps -- they were up 36% in that two-year period, vs. 18% for the large caps.


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