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Midcap Value fund manager likes W. R. Berkley, Omnicare, BJ's Wholesale
By admin - Posted on July 23rd, 2008
Jim Polk doesn't label every stock in his portfolio, but he finds it's important to consider how the companies fit into an overall framework. Polk, co-manager with Edward T. Shadek Jr. of the Putnam Mid Cap Value Fund (PMVAX) , said he tries to keep a broad perspective on value investing for a portfolio that includes contrarian plays along with more traditional value opportunities.
"We tend to try to look out 12 to 18 months, and hope that by constructing the portfolio the way we're doing, whether the market is going up or down we should be doing pretty well," Polk said.
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