Page 23 - Alkyl Amines News Today : Breaking News, Live Updates & Top Stories | Vimarsana

While you continue to like the Kotaks and the Berger Paints of the world, are you looking at expanding the number of stocks in your portfolio? Two things are playing out. One, flows into Marcellus have been very strong over the last 12 months. As the money that we are managing is basically moving towards the billion dollar mark, we are adding a few more stocks because there is only so much you can buy in a name and many of the names that we own we are already accounting for a substantial part of the free float and that is a little uncomfortable.

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