Personally, I think Mobius is too impatient - maybe their portfolio manager has a personal objective of reducing position to a certain level by a certain date. I'm very patient. I like to buy stocks down substantially from their peaks, with turnaround potential. Some go nowhere, some go under, some produce incredible returns. I diversify and keep large cash position. Its worked out for me. If things go well with TRBM, then my goal is to fill the following gap: http://finance.yahoo.com/q/hp?s=TRBM&a=08&b=15&c=2000&d=08&e=18&f=2000&g=d all imo.