Two years ago, three mutual funds invested exclusively in Internet stocks.
"Therefore, it does not make business sense to continue investing in products exclusively for cultivation in this market."
Yet recently, the bulk of new investments into foreign stock funds has been going into international portfolios that invest either exclusively or primarily in Europe.
The firm, founded in 1987, was among the first private equity firms to invest exclusively in consumer product companies.
Only one other fund group was down for the quarter: funds invested exclusively in Japanese stocks.
Those who invest exclusively in five-star funds, take note.
The Matthews fund that invests exclusively in Korea has fallen 13 percent.
I think it is important not to invest exclusively in the area of technology, either, which is an important area.
The firm is the first private equity group to raise over US$1.8 billion, invested exclusively in African companies.
One might presume that this ideal portfolio would invest exclusively in index funds.