Roundtable: Investment pros on IR

DAVID SMITH, portfolio manager on the small cap growth team at Loomis Sayles & Co ($62 bn under management), was formerly a portfolio manager at Keystone Investments and an analyst with Fidelity Investments. Co-managing a $150 mn small cap growth fund, Smith starts with the 3,000 US companies between $100 mn and $1 bn in market cap. He reduces that pool to 1,600 $250-$750 mn companies because many smaller company stocks are very illiquid, then narrows it down further to companies with