Used to manage a $600 million dollar fund together in the San Francisco East Bay in the early 90's
They split-off from each other and formed their own companies.
Collins runs INSIGHT CAPITAL, which was powered by a lot of SCHWAB money and at one time during the Telecom peak in 2000, WAS managing about $5.0 billion.
INSIGHT had a chance to lock in a terrific 10 year track record at the end of the 3rd quarter of 2000, when all of the GLW's and JDSU's came back up to their highs one more time. INSIGHT did not cut their holdings back, and by the end of Q-1 in 2001 saw almost half of their assets gone.
A typical fundamental shop that got caught up in the Bull move and didn't know how, or have systems in place to cut their equity exposure.
Tisk, tisk.