Valuing the Long Term -- and Trust

Rick Drake, co-manager of ABN AMRO Chicago Capital Growth Fund, has always stressed honest company management when picking stocks

It didn't take the Enron debacle to get Rick Drake, co-manager of ABN AMRO Chicago Capital Growth Fund (CHTIX ), to formulate his investing rules, especially when it comes to management credibility. Along with an insistence on honest company management when picking stocks, Drake has stuck with a focused portfolio of companies that have demonstrated steady revenue and earnings growth over the long term. This strategy, plus gains in some holdings such as Cardinal Health (CAH ), has recently shielded the fund from some of the market's sharper losses.

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