Mr. Perkins: Johnson Asset Management is a subsidiary of Johnson International, which is a financial services company owned by the SC Johnson family. SC Johnson is best known for its consumer products business, makers of Pledge, Windex, Off, Raid, and many other well-known brands. We manage about 800 million for the family, for the companies, and for other high net worth and institutional clients.
TWST: What is your investment philosophy?
Mr. Perkins: We are a value boutique. We specialize in the value markets
only, managing large cap, small cap and international products.
TWST: How many stocks are currently in the portfolio? And does this
number change at all?
Mr. Perkins: Our Small Cap Fund currently has about 85 stocks in it,
which is a little on the high side from where we have been
traditionally. We've taken that number higher over the course of the
past 18 months as market volatility has risen to some pretty
extraordinary levels, trying to make our returns more stable by reducing
company-specific risk.
Tickers included in this excerpt: AVCI, CSCO, MAFB, MPH, SVU
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