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Money Manager Interview Excerpt
INVESTING IN SMALL & MICRO-CAP GROWTH STOCKS – LOU HOLTZ & YOSSI LIPSKER – ENGEMANN ASSET MANAGEMENT


Full article published: 01/21/2008


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TWST: Would you start by telling us about Engemann Asset Management and its philosophy?
Mr. Holtz: Engemann Asset Management has been an investment advisor since 1969, primarily focused on growth stock investing. We manage large cap, small cap and now micro-cap products for our clients. We manage about $500 million in assets today. Our mutual funds include the Phoenix Small-Cap Growth Fund (PAMAX) and the Phoenix All-Cap Growth Fund (PASGX).

TWST: Are micro-caps a new development for your portfolio?
Mr. Lipsker: We incubated the product last year and we started it in September 2006. We started it because our process at Engemann requires fundamental research of small companies and we were seeing a lot of micro-cap companies' management teams that would come by our offices with plenty of good investment ideas that were just too small for our small cap product. We decided to try to take advantage of that and it's off to a successful start.

 

Tickers included in this excerpt: CCOI, LKQX, MRX, NHWK, RMTR

 

For more information call (212) 952 7433. The Wall Street Transcript does not endorse any of the comments made by interviewees, and does not make stock recommendations.