A Growth-Stock Fund Warren Buffett Could Love – Bloomberg 06-13-12

Polen Growth Fund’s Dan Davidowitz and David Polen look for value stocks in companies with a huge competitive advantage in a growth business. Like very high-quality companies with exceptionally strong balance sheets, a ton of cash, virtually no debt, free cash flow far in excess of operating capital, at least 20 percent returns on capital that are

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Danoff’s Contrafund Is Best of Biggest: Riskless Return – Bloomberg 06-12-12

Salient to Investors: Investment style of Fidelity Investments’ William Danoff. Meets as many as 1,000 companies a year, looks for best of breed. Looks for stocks to hold for five years, in companies taking market share, with a durable advantage. Tries to keep up with the return of the S&P 500 index in rising stock

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