KINGFISHER INVESTMENT RESEARCH


KINGFISHER INVESTMENT RESEARCH



Tuesday, October 25, 2011

How to Find Values That Turn Into Growth Stocks - Barrons.com

How to Find Values That Turn Into Growth Stocks - Barrons.com:


At his office in Fog City, John Osterweis has a clear mission: Buy inexpensive value stocks that will soon transform into high-multiple growth names.

Predicting which out-of-favor companies will be Wall Street's future darlings is no easy task. But Osterweis, who has been at the helm of his namesake fund since its inception in 1993, has proved that it can be done.

The San Francisco-based Osterweis Fund (ticker: OSTFX) is a four-star analyst pick on Morningstar, with well over $1 billion in assets and holdings across market caps and industries.

With the recent economic turmoil, Osterweis is positioning his fund in strong companies with quality balance sheets whose fundamentals should allow for growth even in a sluggish environment.




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