Sticking to the Fundamentals

Hedge-fund manager James Bitzer warns that despite Fed rate cuts, it may be a bumpy ride in the market for a while

Where does a hedge-fund manager look for investments in this market? The answer for James A. Bitzer, senior portfolio manager of EGM Capital, is a selection of retail, tech, and health-care stocks. The strategy he oversees at EGM, combining long and short positions in equities, produced a 30% gain last year.

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