Nancy has led this fund to a 26.7% gain YTD, and shows no signs of slowing now. Nancy was able to discuss two companies from her core holdings. She loves the growth from the on-demand software space. Taleo Corp. (NASDAQ:TLEO) which develops software for HR purposes. This company had a great pop from an earnings announcement the day before, up as much as 14% the day of this interview. Capella Education (NASDAQ:CPLA) which runs on-line educational courses is increasing market share and is expected to grow nicely in the future.
Successful managers make successful stock picks. Listen in!
http://www.wallstreetreporter.com/page.php?page=featured&id=27457
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Great blog layout
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