It's important to consider the intangibles associated with making an investment decision,

We're also encouraged that Lyon and his team invest heavily in the shop's funds.

They've had a horrid third quarter.

I'm not sure the funds have proven themselves, ... I'd really be hesitant for anybody to take a look at them.

In this category you have swings of 30 to 40 percent in one quarter,

It's a long shot,