joining me now, david ellison, he's hennessey fund's senior vp and portfolio manager.re than $4 billion under management. david, you made a lot of money this year doing extraordinarily well, i'm talking for your clients and for fund participants, by investing in large cap financials. does that particular trade repeat in 2014? >> oh, it's, you know, i'm not sure if i predicted this year would be this good, but i think that, you know, again, these companies continue to get better. they have a lot of things that they can do to get better whether it be rework the assets, rework the liabilities, rework the head count, rework the branches, they've got, you know, regulatory stuff they've got to get over, so there's so much that they can do, and the question now is just sort of have to take the group hug approach, own all of them and see how it works out. i think next year, again, it's going to be much of the same we saw this year. liz: we flashed up the number, you've returned 40 president in your large cap financial funds. the s&p up 28%. that's just fantastic. you've done v