Growth is back. At least that is the argument at Janus Capital, the Denver, Colorado-based fund management company. Marc Pinto, vice president and portfolio manager responsible for about $2 billion in US and international big-cap equities and diversified growth portfolios, is in Hong Kong this week for the CSFB investor conference. He is also meeting companies that have a bearing on his portfolio in America about 15% of his stocks are now issued by non-US companies, reflecting the deepening of global capital markets.
It's caused me to broaden my horizons further, Pinto says. And China has such a big impact on companies' pricing power.
His case is...
