They've had a horrid third quarter.

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

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,

There are a lot of good companies outside the U.S. and it's good to have exposure to them,