Detail Finding Growth in Barren Times   Oleh:  Feldman, Amy Jenis: Article from Bulletin/Magazine Dalam koleksi: Fortune vol. 166 no. 3 (Aug. 2012), page 33-34. Topik: Innovative Companies; Stagnant Economy; Growth Investors; Private Market Value Ketersediaan Perpustakaan Pusat (Semanggi) Nomor Panggil: FF16.48 Non-tandon: 1 (dapat dipinjam: 0) Tandon: tidak ada     Lihat Detail Induk Isi artikel Innovative companies and strong sectors can trump shaky markets, says the Artisan Mid Cap fund manager. When the economy is stagnant, says Andrew Stephens, manager of the $6.3 billion Artisan Mid Cap Fund (ARTMX), only companies that innovate or operate in a thriving sector are likely to rise. Those are the qualities he's seeking these days. Stephens, 48, is a growth investor, though the description doesn't quite fit him. Yes, he seeks expanding profits, but he doesn't ignore valuations; he aims to buy stocks at 70% or less of their private market value. Stephens focuses on where companies are in their profit cycle and the strength of their management. His track record suggests he knows what he's doing. Under his leadership since its 1997 inception, the fund (closed to most new investors) has returned an average 13.3% a year, vs. 6.3% for the Russell Midcap Growth index. Fortune spoke with Stephens about his strategy, where he's finding innovation, and why he views Discover Financial Services (DFS) as a growth play. Opini Anda Klik untuk menuliskan opini Anda tentang koleksi ini! Kembali

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