3 money managers examine various sectors in this 18 page report from The Wall Street Transcript.
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Small Cap Growth Investing: Randall W. Kelly, Formula Growth Ltd.
Managing a Special Situations Portfolio: Jonathan S. Raclin, Barrington Research Associates, Inc.
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Venture Capital Investing in Biopharma: Standish M. Fleming, Forward Ventures
Topics covered: Formula Growth Hedge Fund -- Mitigating Risk -- Slow Growth -- Capital Appreciation -- Low Valuations -- Debt Maturities -- Credit Market -- Early Stage Market -- Market-Based Transactions -- Availability of Capital -- Threat to Sustainability -- Building Value -- Pharmaceutical Mergers -- Efficiency -- Acquisitions -- Economic Recovery -- Deficits and Debt -- Large Exposures -- Credit Default Swap Market -- Market Volatility -- Leverage -- Progress
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Companies covered: Bridgepoint Education (BPI); Apollo Group (APOL); Sonic Automotive (SONC); Life Time Fitness (LTM); Neutral Tandem (TNDM); Stec (STEC)


