Especially knowing that, I'd definitely go with the past optimism of Felix Zulauf (up 25% overall).
Anyway, I'd rather have suffered the down 5% average performance of last year, and up 12.4% for the 2001-2012 period of the group's (assuming http://blog.pundittracker.com/?p=95 was an accurate measurement).
(Interestingly, Zulauf's comments this year were not all that optimistic.)