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Jonathan Robinson

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Jonathan Robinson

Re: rfj1862 post# 2

Monday, 09/03/2007 9:40:35 PM

Monday, September 03, 2007 9:40:35 PM

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I would add ACAS (American Capital Group) - just below 10% but similar to CSE without the mortgage portfolio as well as HCD - a fund which is supposed to be good at restructurings run by Highland Capital. I would also for reference add HYG (high 7s, low 8s) as it is an ETF of larger, more liquid HY bond issuers.

Jon

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