Investment Executive: Manager keeps cash on hand to seize small cap opportunities
“A value investor, Barr has long favoured technology stocks, which account for about 50% of the fund, mainly because of their double-digit growth characteristics. “Looking at these companies through a value investor’s lens, you can get tremendous upside. If you buy them at the right time, you can manage the downside risks.” Michael Ryval.
David Barr featured in Investment Executive’s Manager Monitor.