
By the end of September, the fund's tech stake had been cut to 11% of assets, while financials grew to 43%. Heller Financial was one of the best picks. General Electric paid a 50% premium to acquire Heller in July. The fund is still down
closed the gap in recent months, thanks in part to good performance from convertibles issued by Barnes & Noble and Heller Financial , and its long-term record remains strong. This fund isn't very sexy, but it's an appealing option for investors
consider this to be a reasonable valuation given our expectation that EBITDA will grow roughly 25% this year." Heller Financial HF, by Jonathan Schrader "With rival Finova having filed for Chapter 11 bankruptcy and rival CIT Group distracted