Manager sees silver lining in market clouds
Small-cap specialist is cautious on energy stocks
Big Brother, Big Pharma and Big Data are major themes
Manager gives lagging small- and mid-cap fund a makeover
Manager of managers looks to build “all-star” team.
Trimark manager steers a steady course
Manager takes balanced approach in preferred-shares fund
Emerging-markets manager pursues growth themes
Stability is a key concern for this equity-income manager
Manager expects cyclical sectors to lead U.S. market