9.13.04: TWST Investing Strategies Report
3 leading money managers examine various sectors in this 18 page report from The Wall Street Transcript.
  1. Small/Mid-Cap International Investing: Robert J. Anslow, GlobeFlex Capital
  2. Meridian Value Fund: James H. England Jr., Aster Investment Management
  3. The Brandywine Funds: William F. D'Alonzo, Friess Associates
    4. Topics covered: Valuation strategy | Stock picks/avoidances | Investing in Japan | Consumer products | Advertising industry | Turnover strategy | Risk control | Sector allocation | Geopolitical factors

    Companies covered: Home Capital (HCG:TSX), Yamato Kogyo, Ltd. (YMTKF), Research In Motion (RIMM), Host Marriott (HMT), Hilton (HLT), Allied Waste (AW), Eastman Kodak (EK), Kroger (KR).
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