Dreifus Sets ‘Laser-Like Focus’ on Small Caps
Prieur du Plessis submits:
This week on WealthTrack, Consuelo Mack kicks off the new year with an interview with Charlie Dreifus, manager of the small company focused Royce Special Equity Fund. Dreifus was named Morningstar’s Domestic Stock Fund Manager of the Year in 2008 and has just been selected as a finalist for its Domestic Equity Fund Manager of the Decade award.
Dreifus discusses how he chooses the companies he invests in and the outlook for small cap stocks. His “laser like focus on balance sheets and valuations” make for interesting viewing material.
