Topics covered: Long-Term Value Investing, Long-Only All-Cap Domestic Equity Fund, Investing in Emerging Markets, Investing in Asia, Higher-Growth Small to Midcap Names, Diversification Across All Sectors, Collaborative Multi-Cap Investing, Active Management
Companies covered: CNA Surety Corp., Coach, Inc. (NYSE:COH), Goldman Sachs Group, Inc. (The) (NYSE:GS), General Electric Company (NYSE:GE), Silicon Laboratories, Inc. (NASDAQ:SLAB), QUALCOMM Incorporated (NASDAQ:QCOM), Oracle Corporation (NYSE:ORCL), Level 3 Communications, Inc. (NYSE:LVLT), Informatica Corporation (NASDAQ:INFA), International Business Machines Corporation (NYSE:IBM), Archer-Daniels-Midland Company (NYSE:ADM), Check Point Software Technologies Ltd. (NASDAQ:CHKP)
