Specialist star still shining as suffering stocks set up strong sector growth

Specialist

2004 should provide continued opportunities for technology hedge fund managers after a stellar environment for some specialist portfolios in 2003.

Georgios Bourtzos, principal at EWorld Fund Management, which runs the technology-focused EWorld Fund Limited, notes that year-end 2003 saw flat equity markets with only the Nasdaq up more than 1% in November.

Positive contributions to the fund in November were made by investments in telecom equipment, nanotechnology and generic drugs. The performan

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