FYI: Kenneth Broad loves the details. When he recently had a chance to promote a concert by one of his all-time favorite bands, the B-52s, Broad handpicked the artist to make the poster, personally designed the T-shirt, and rationed the VIP badges himself. Another time, a chance reading of the Magna Carta sent Broad on a deep dive into the workings of property rights. He approaches investing the same way, focusing on just one or two names at a time and immersing himself in the details.
By contrast, Broad’s longtime investing partner, Christopher Bonavico, brings a generalist’s approach to co-managing the $509 million Jackson Square SMID-Cap Growth fund (DCGTX). Just look at Bonavico’s passport—he has traveled to 55 countries and doesn’t have a favorite. As a stockpicker, he often looks into multiple ideas at once. “Charlie Munger once said people calculate too much and think too little,” Bonavico says, invoking Warren Buffett’s co-pilot. “I like to sit back and think—about where the consumer is going in five years, what will still be a competitive advantage, or how technology is going to change the way we live—to form a mosaic
Regards,
Ted
https://www.barrons.com/articles/growth-stocks-with-a-kick-dunkin-brands-logitech-and-more-1530275400?mod=hp_highlight_2M* Snapshot DCGTX:
https://www.morningstar.com/funds/XNAS/DCGTX/quote.htmlLipper Snapshot DCGTX:
https://www.marketwatch.com/investing/fund/dcgtxDCGTX Is Ranked #8 In The (MCG) Fund Category By U.S. News & World Report:
https://money.usnews.com/funds/mutual-funds/mid-cap-growth/jackson-square-smid-cap-growth-fund/dcgtx
