If you're gonna buy semis, buy a company that will grow faster than the market because of an outsourcing trend. Even though Amkor's stock has already made quite a move, trading near 20, Gould predicts it deserves to be well in the 30s. It's a really great play that has been ignored. So has Rockland Growth fund, for that matter. Shareholders won't likely want to share the secret of this top performer.
Small size is critical for a small-cap fund.
It takes me five seconds to buy or sell a stock. If you start buying a stock at 18 and buy a million shares, you finish at 26. If I start buying at 18, I'm done at 18. Of course, with the kind of returns it's managed to post of late, Rockland Growth may not go unnoticed for long. But impatient investors might want to think twice before getting in.