Thierry Callault

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From Fund Selection 02 March 2003

By PWM Editor

“We will keep our portfolio conservative for several reasons. Geopolitical risks are still with us and mounting. Confidence is still not back in corporates, so we’re not sure about profits for 2003. Finally, recession is around the corner in Europe. So we will keep our defensive stance in equities and modestly raise our allocation to Asia, including Japan. In Europe we are fairly convinced that the best investments are in sovereign debt.” Amount (E) - Fund 20,000 - Louvre Multi Select LMS Global Bond Fund (multi-manager) 20,000 - Legg Mason America Value (US large cap value) 10,000 - Western Asset Global Yield Europe (US and European high yield) 7500 - ADI Convex Valor (convertible bond arbitrage) 7500 - La Financiére de l'Échiquier (small cap value) 7500 - Comgest Asia (Asian equities) 7500 - CSAM Convertible Bond Europe 5000 - Go Fx Euro Govies (European government bonds) 5000 - Pimco Total Return (US bonds) 5000 - Wanger AM New America Small Caps 2500 - Capital International Multisector Europe (large cap blend) 2500 - Comgest Renaissance Europe (large-cap growth)

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