Since December GLFOX’s chart has fallen off a cliff, and this after a long period of out performance. M* mentions lots of $ coming in recently, but doesn’t say it negatively. However, I wonder if a fund with 5.6 B in assets invested primarily in European infrastructure has become just too concentrated. Some of the companies held (there are only about 30 in all) have declined as much as 20% YTD, not a storm that felt anything like perfect to me. BTW, I’ve already voted, but I thought I’d still seek reaction.