6 money managers examine various sectors in this 37 page report from The Wall Street Transcript.
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The Endowment Model of Investing: Mark W. Yusko, Morgan Creek Capital Management, LLC
High Quality Equity & Fixed Income Investing: W. Allan Keyes, The Trust Company of Virginia
Multi-Cap Core Equity Investing: Cory S. Krebs, CooksonPeirce & Co., Inc.
Valuation-Driven Investing: Lee A. Lahourcade, Vaughn Nelson Investment Management, LP
Fixed Income & Equity Investment Strategies: David W. Pequet, MPI Investment Management, Inc.
Investing in Improving Company Fundamentals: Patrick Gundlach & Ken Salmon, M&I Investment Management Corp.
Topics covered: Growth of Asian consumers - Volatility - Global industrialization - Credit availability - More defensive areas - Cost savings - Commodity prices - Risk management techniques - Changes in company fundamentals - Diversification - Improvements in growth rates - The fear of inflation - International emerging markets - Turnover rates - Flexibility
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Companies covered: Mylan Inc. (MYL); Coinstar (CSTR); Inverness Medical (IMA); Monro Muffler Brake (MNRO); TreeHouse Foods (THS); Ralcorp (RAH); JPMorgan Chase (JPM); DaVita (DVA); Cullen/Frost Bankers (CFR); Healthcare Services Group (HCSG); Sybase (SY); Calgon Carbon (CCC); Family Dollar (FDO); Corinthian Colleges (COCO); Cree (CREE); Northern Trust (NTRS); athenahealth (ATHN); Range Resources (RRC); Chevron (CVX); Martin Marietta Materials (MLM); SQM (SQM).


