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(THPGX)Sustainable Returns Through Leaders
8:29 AM EDT July 19 2007 |
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| To appear on the radar of the Thompson Plumb Growth Fund, a company has to display
consistent growth, solid fundamentals, and attractive valuation. Above all, it has to be well established in an industry with sustainable -- not cyclical -- trends, and high barriers to entry. Despite the underperformance of his style in recent years, the manager John C. Thompson sticks to the quality large-cap growth stocks in expectation of an inflection point. |
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