Blog: Cutting Through the Noise
Video: Small-Cap Equity Fund UpdatePrint
Posted on October 28, 2010
By Scott Ronalds
Small cap stocks were hit particularly hard during the credit crisis of 2008/09. In this update, Tom talks with Wil Wutherich (the manager of the fund) about the current financial shape of the businesses in the portfolio and how they weathered the storm. Wil also shares a few anecdotes on some of the fund's holdings to bring his investment philosophy to life, and discusses why he's optimistic (and comfortable) about select oil stocks in Colombia.
Download, subscribe via iTunes or RSS, or watch now:

