Turner Emerging Growth-Inv

摘要

FRANK SUSTERSIC SINCE 1998 TICKER: TMCGX TOTAL ASSETS: $596 MILLION Strategy: "We primarily use fundamental research-speaking with company management teams, analyzing historical results, trying to understand how the company has done in various economic periods. My role is to discover the weaknesses of the operating model. Management always has a positive outlook, so my job is to find where it could go wrong. "The opportunities presented by inefficiencies in the small-cap arena are exciting. If you can discover a company before it gets wide coverage, as it meets its growth plans, it will grow larger and the valuation will expand over time."