Historic Prices
  January 2004 Portfolio

JANUARY 2004 Portfolio Performance : +3.46% vs.  MSCI: +1.54%

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GAA Q Fund   Opening Price Closing Price Gain/Loss
Jan-04   USD Standard USD Standard USD %
Stock forecast @ beginning of the month Country 01-Jan-04 31-Jan-04 31-Jan-04
QANTAS AIRWAYS ( QAN.AU ) AUSTRALIA 2.47 2.63 6.42%
WNB.AG ( WBST.AT ) WIENERBERGER AG AUSTRIA 26.24 28.86 10.00%
ALMANIJ ( ALM.BE ) BELGIUM 49.90 58.80 17.84%
CAEMI METAL PN 1000 ( CMET4.BR ) BRAZIL 437.48 450.05 2.87%
TRACTEBEL PNB 1000 ( TBLE6.BR ) BRAZIL 1.40 2.17 55.43%
BANCO ITAU.HLDG.FINCA.PN1000 ( ITAU4.BR ) BRAZIL 98.86 95.12 -3.78%
CEMIG PN 1000 ( CMIG4.BR ) BRAZIL 18.17 16.96 -6.65%
COPEL PNB 1000 ( CPLE6.BR ) BRAZIL 4.68 3.90 -16.67%
NEXFOR ( NF.CA ) CANADA 8.37 8.73 4.31%
RAUTARUUKKI K ( RTRKS.FI ) FINLAND n/a n/a n/a
GEODIS ( GEO.FR ) FRANCE 49.06 55.78 13.71%
LAFUMA ( LAF.FR ) FRANCE 78.85 78.22 -0.80%
FUCHS PETROLUB PREF. ( FPE3.DE ) GERMANY 54.25 59.12 8.98%
THYSSENKRUPP ( TKA.DE ) GERMANY 19.45 19.72 1.38%
DYCKERHOFF PREF. ( DYK3.DE ) GERMANY 16.65 18.49 11.07%
HANG LUNG GROUP LTD. ( 10.HK ) HONG KONG 1.25 1.60 27.70%
ORIENT OS. INTL. ( 316.HK ) HONG KONG 3.07 3.47 13.09%
VICTORY CITY ( 539.HK ) HONG KONG 0.44 0.45 2.84%
OTP BANK ( OTP.HU ) HUNGARY n/a n/a n/a
BANK MANDIRI (PERSERO) ( BMRI.ID ) INDONESIA 0.12 0.15 30.45%
BANK DANAMON ( BDMN.ID ) INDONESIA 0.24 0.27 12.74%
LEUMI ( LUMI.IL ) ISRAEL 1.89 1.88 -0.31%
POALIM ( POLI.IL ) ISRAEL 2.45 2.49 1.37%
MILANO ASSIC. ( MI.IT ) ITALY 3.75 3.86 2.74%
IMPREGILO ( IPG.IT ) ITALY 0.63 0.51 -19.38%
SUMITOMO RUBBER INDS. ( 5110.JP ) JAPAN 5.43 6.12 12.83%
ISUZU MOTORS ( 7202.JP ) JAPAN 2.00 1.92 -4.30%
HOKUETSU PAPER MILLS ( 3865.JP ) JAPAN 5.65 5.57 -1.48%
SEINO TRANSPORTATION ( 9076.JP ) JAPAN 8.25 8.72 5.71%
TOP GLOVE ( TOPG.MY ) MALAYSIA 1.27 1.53 20.05%
KIAN JOO CAN FACTORY ( KJC.MY ) MALAYSIA 0.82 0.81 -1.33%
HOGAR 'B' ( HOGARB.MX ) MEXICO 0.34 0.43 28.31%
TWENTSCHE KABEL ( TK.NL ) NETHERLANDS 22.18 21.34 -3.75%
STORK ( VMFN.NL ) NETHERLANDS 19.45 19.94 2.50%
FRONTLINE ( FRO.NO ) NORWAY 25.85 29.24 13.12%
MANILA ELECTRIC 'B' ( MERB.PH ) PHILIPPINES 0.44 0.61 39.23%
JURONG TECHS.INDL.CORP. ( JTL.SG ) SINGAPORE 0.70 0.80 14.15%
FRASER AND NEAVE ( FNN.SG ) SINGAPORE 7.40 7.63 3.05%
ELEC & ELTEK INTL. ( ELEC.SG ) SINGAPORE 1.54 1.60 3.69%
REUNERT ( RLO.ZA ) SOUTH AFRICA 3.25 3.29 1.31%
ABSA GP. ( ASA.ZA ) SOUTH AFRICA 6.27 6.28 0.08%
JD GROUP ( JDG.ZA ) SOUTH AFRICA 6.25 5.68 -9.11%
FOSCHINI ( FOS.ZA ) SOUTH AFRICA 2.93 2.78 -5.09%
TELKOM ( TKG.ZA ) SOUTH AFRICA 10.34 10.63 2.81%
MTN GP. ( MTN.ZA ) SOUTH AFRICA 4.24 4.23 -0.11%
KOREA LINE ( 005880.KR ) SOUTH KOREA 13.90 20.60 48.14%
HANKOOK TIRE ( 000240.KR ) SOUTH KOREA 7.54 7.07 -6.19%
KIA MOTORS ( 000270.KR ) SOUTH KOREA 9.13 9.26 1.45%
HANJIN SHIPPING ( 000700.KR ) SOUTH KOREA 18.51