Investment Executive: Sector Watch: Uncertainty stalks small-cap stocks
“Portfolio managers say valuations have dropped to attractive levels…Barr, an investor who seeks companies that can increase their earnings at a faster rate than the S&P 500, adds: “We’ve been building positions in companies that are trading at closer to their 52-week lows than their 52-week highs. We’ve been focusing on cheap companies that will be successful 18 to 36 months out.” Michael Ryval talks to David Barr