We knew we had to come out and be ready to play because they're an awesome team. They've definitely gotten better, but I think we got better too since they last saw us.

We know that every team is going to come ready to play their best game against us and it can be difficult at times. We try to keep the same attitude and concentrate on every team and take everything a game at a time.

There's a lot of pressure on us. But we respect every team that is here. We came out ready to play.

The large-cap stocks tend to be the ones that are most interest rate sensitive.

Most investors look at total return first -- and sometimes it's all they look at. We think that consistent return really focuses in on risk. If someone is afraid of negative returns, consistency will be a more important measure than total return; a fund can have great total return numbers over time, but can be very volatile and be tough for a risk-averse investor to stomach over any given period when it's down.

I think you saw a lot of fund managers latch onto the stock market?s momentum in the fourth quarter, and that helped boost returns.