Author: Ticker Magazine
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Last Update: 11:20 AM EDT April 13 2007

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Jerome Heppelmann		“We believe that growth is a function of value. Our philosophy is to balance the growth with the cost that we have to pay for it, and to analyze that relationship both quantitatively and fundamentally.”
		Old Mutual Focused Fund

Jerome Heppelmann, the manager of the Old Mutual Focused Fund, believes that there is ample opportunity in the large-cap space because most of his peers strictly follow the benchmark. Contrary to them, the fund invests in no more than 30 companies. Cognizant of the inherent risk in a focused portfolio, the manager grounds his selection on the trade-off between valuation and growth and looks for companies that offer downside protection.