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Investing in Small Cap Stocks: Cameron Johnson, Lowry Hill
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Investing in Mid-Cap Growth Stocks: Christopher Bowen & Ryan Snow, Wasatch Funds
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Investing in Multi-Cap Growth Opportunities: Kurt Spieler, Tributary Capital Mgmt.
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Top-Down Thematic Investment: Wiley Angell, Fiduciary Asset Mgmt.
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Dynamic Asset Allocation: Mike Kimbarovsky, Advocate Asset Mgmt.
Topics covered: Small cap hedge investing - Residential construction - Evaluating commodity volatility - Consumer stocks - Maintaining valuation discipline - Federal Reserve trends - Basic materials sector - Growth in China and India - Subprime crisis - Supply in housing - ETF management
Companies covered: Ansys (ANSS), Texas Industries (TXI), Select Comfort (SCSS), Stericycle (SRCL), American Reprographics (ARP), Amphenol (APH), WellPoint (WLP), Infosys (INFY), Kohlís (KSS), Capital One (COF), O'Reilly Automotive (ORLY), Yum! Brands (YUM), Hain Celestial (HAIN), Dick's Sporting Goods (DKS), Waste Connections (WCN) and Praxair (PX).
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