Topics covered: US domestic micro-cap and small cap stocks, Underweight consumer and financial sectors, Stock selection, Small to medium-size companies, Rapidly developing countries, Prospect of slowing US economic growth, Overweight energy and technology sectors, Long-term revenue growth, International companies, GARP investment strategy, Commodity-based companies, Bottom-up research
Topics covered: Transaction processing sector, The bill pay sector, Return on Invested Capital, Removal of private equity takeout premiums, Positive trends for electronic payments, Maturing credit card business, International opportunities as globalization increases, EV/FCFs, EV/EBITDA, Dramatic drop in chargeoffs and delinquencies, Consistent free cash flow generation, Benign credit environment
Topics covered: US and non-US, The separation of alpha and beta, The retirement market, The alternative investments space, Technological improvements, Strong management teams, Stocks to sell, Stocks to buy, Overseas growth Europe and the Far East, New products, Mix of revenues, M&A Activity, Investor interest, Industry leaders, Industry consolidation outlook, High-Quality Companies, Hedge and private equity funds, Funding and liquidity outlook, Federal Reserve and interest rate cuts, Creation of debt securities
Topics covered: Valuation metrics, Tying fees to performance, The investment climate, The high Alpha strategy, The "VQE" Process, Risk control through Diversification, Maximizing tax efficiency, Investing in broken sectors, Interest in alternative investments, Influencing equity returns, Growing telecom demand and the Technology influence, Fulcrum fees., Focusing on consumption and infrastructure, Energy infrastructure
Topics covered: Unexpected changes in the trade sector, The shift to individual investors, The dry bulk shipping industry, The catalyst for tanker demand, Supply visibility, Port Congestion, High activity in the M&A Sector, Expansion in the Chinese market, Crude oil shipping, Conversion of oil tankers
