AIM RE-bal

[irwin]

DonCarlson Schroder Ultra fund is unique and because of this you will find it near impossible to find stocks to match the managers style.
excerpt
"Bets against the market also contributed to Schroder Ultra's stunning performance the past two years (its impressive 2001 followed an even more remarkable gain of 148% in 2000). Manager Unschuld sold individual stocks short and bought index put options, a way of benefiting from a decline in an entire index. But these actions don't explain all of Ultra's performance. "He had some long positions up by amazing amounts," says Morningstar analyst Bridget Hughes. One huge winner: Hollywood Entertainment, a video-store chain whose stock jumped from $1 to $17 during 2001."
hope this helps
Irwin