His focus is on companies whose stocks are performing better than 75 percent of the market.
"We recognize that the stock has not performed for the last year and a half," he said.
If one stock performs badly, it will have a big impact on the fund.
And stocks of smaller companies have performed better than the blue chips.
The stock has not performed particularly well and union members say that most people sold it quickly anyway.
For most of the last decade, large stocks performed better, but this year the situation has turned around.
It was not until the 1970's that stocks again performed badly over a long period.
The smaller stocks performed considerably better than the rest of the market.
In recent months, large stocks have performed much better than small ones.
Marriott's stock has performed far better over the same period.