Charlie Dreifus – “laser like focus” on small caps

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This week on WealthTrack, Consuelo Mack kicks off the new year with an interview with Charlie Dreifus, manager of the small company focused Royce Special Equity Fund. Dreifus was named Morningstar’s Domestic Stock Fund Manager of the Year in 2008 and has just been selected as a finalist for its Domestic Equity Fund Manager of the Decade award.

Dreifus discusses how he chooses the companies he invests in and the outlook for small cap stocks. His “laser like focus on balance sheets and valuations” make for interesting viewing material.

Note: The transcript of this interview is not available yet, but will be posted here as soon as it arrives.

Source: Wealthtrack, December 31, 2009.

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