He's high beta. If the market is up 10%, he may be up 20 or more, but when the market is down, watch out. In many ways, he 's the high stakes gambler that I'm afraid to be. I wanted to move more into oil than I did but I'm too conservative, however, Ken did it for me within CGM. I like keeping a piece of CGM and it's one of the few mutual funds where I actually read the quarterly disclosures.