strategy is having the desired effect

"Meanwhile, Parsons said Resolution's Australia-centric fund had reversed its "huge bias" against Australian property trust GPT Group (GPT.AX) to take an overweight stance. That's probably the most dramatic change in that portfolio," he said, citing GPT's move to clear its exposure to Babcock & Brown and a more focused strategy."

http://uk.reuters.com/article/idUKLNE58702E20090908?sp=true

A few more of these ought steady the ship for smooth sailing into calm waters. This is the idea behind the current strategy - hopefully such moves will yield increases in enterprise value.