General Investing >> Money Manager Interviews >> August 23, 2010
Investing In Small & Mid-cap Growth Stocks – Thomas Henwood & Josh Wilson – Cmt Capital Management
Thomas Henwood, CFA is the Founder, Chief Investment Officer and President of OMT Capital, and portfolio manager for OMT's long-only product as well as the firm's long/short hedge fund strategy. Prior to founding OMT Capital, Tom served as President of Emerging Growth Management in San Francisco from 1996 to 1998. He was portfolio manager of the long-only accounts from 1994-1998 and managed the long-short hedge fund from 1994 to 1996. From 1988 through 1994, Tom ran Henwood Capital Partners, a hedge fund partnership in New York, which was merged into Emerging Growth Management in 1994. Prior to founding Henwood Capital Partners, he was a Managing Director and portfolio manager for Small-Cap equities at Chase Investors Management. From 1969 through 1985, he was an employee of the First Boston Corporation, where he was an Institutional Investor All-Star analyst. Tom graduated from the University of Illinois in 1965 and earned an MBA from the University of Chicago in 1969. He earned the CFA designation in 1975.Josh Wilson, CFA is a Co-Portfolio Manager and Analyst with OMT Capital. He joined OMT Capital in 2002. His areas of focus include software, services, healthcare, and retail. Prior to joining OMT Capital, Josh worked as an Associate at J.P. Morgan Capital, the private investment arm of J.P. Morgan, where he focused on telecommunications and media investments. Prior to that, he was employed by Financial Technology Ventures, a venture capital firm focused on emerging bank-related technologies. Josh began his career as an investment banking analyst with J.P. Morgan Securities in 1996, focusing on basic industries, consumer products, and retail companies. Josh graduated from Dartmouth College with an AB degreein 1996, magna cum laude, and received an MBA degree from Harvard University in 2002 Profile
TWST: Would please start with an overview of OMT Capital Management and your responsibilities there? Then if you would, go on about your investment philosophy of small and mid-cap growth?