Contents
Acknowledgments ix
Foreword xi
Introduction xiii
PART I Large-Cap Mutual Fund Managers
CHAPTER ONE—GROWTH WINNER
Richie Freeman, Smith Barney Aggressive Growth Fund 3
CHAPTER TWO—VALUE WINNER
David Dreman, Scudder-Dreman High Return Equity Fund 15
CHAPTER THREE—CORE WINNER
William H. Miller III, Legg Mason Value Trust 41
CHAPTER FOUR—RELATIVE-VALUE WINNER
Christopher C. Davis, Davis New York Venture Fund 57
PART II Mid-Cap Mutual Fund Managers
CHAPTER FIVE—GROWTH WINNER
John Calamos, Calamos Growth Fund 81
CHAPTER SIX—VALUE WINNER
Wallace R.Weitz,Weitz Partner s Value Fund 95
CHAPTER SEVEN—CORE WINNER
Richard F. Aster, Jr., Meridian Value Fund 109
• vii •
PART III Small-Cap Mutual Fund Managers
CHAPTER EIGHT
Jeff Cardon,Wasatch Small Cap Growth Fund 123
CHAPTER NINE
Joel C.Tillinghast, Fidelity Low-Priced Stock Fund 135
CHAPTER TEN
Bill Ricks and Team, AXA Rosenberg U.S. Small Cap 149
PART IV Global and Foreign Mutual Fund Managers
CHAPTER ELEVEN
Bill Wilby, Oppenheimer Global Fund 163
CHAPTER TWELVE
Jeff Everett,Templeton Foreign Fund 179
PART V Sector and Bond Mutual Fund Managers
CHAPTER THIRTEEN
Sam Isaly, Eaton Vance Worldwide Health Sciences Fund 199
CHAPTER FOURTEEN
Bob Rodriguez, FPA New Income, Inc. 215
Index 233