Amy Zhang Call Transcript

TRANSCRIPT

Speaker Question: I want to thank you for myself and my clients. My question comes from the relationship between Mid Cap Focus and the Small Cap Focus. Do you have criteria like revenue growth, where you would sell a small cap name and buy it in Mid Cap Focus? Amy Zhang: No, not necessarily but there’ll be companies that graduate to the Mid Cap Focus Fund. It’s really about a lot of different considerations like, for example, DexCom. We used to hold that in Small Cap Focus. Now, it’s in Mid Cap Focus. But DexCom growth has not slowed down. It’s still a high-growth company, but it’s just much bigger.

Matt Goldberg: Amy, thank you for your time today and for sharing your insights with us.

Conference Call 8/9