Momentum Is His Mission

Giles Knight of ARK Small Cap Equity explains how his aggressive-growth fund is outrunning its peers by a mile

Back in the bubble days, many momentum investors focused on technology and dot-com stocks for a quick buck. Now, as the economy tries to emerge from recession, momentum investor Giles Knight of the ARK Small Cap Equity Fund (ARPAX ) is betting on cyclical, small-bank, and consumer-discretionary stocks.

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