Small Caps for Growth -- and Value

Century Small Cap Select Fund's Kevin Callahan hunts for both qualities, and believes he has found them in FLIR Systems and Serena Software

For growth stocks these days, look to three industries -- health care, finance, and insurance. That's the recommendation of Kevin Callahan, director of research for Century Capital Management and co-manager of the Century Small Cap Select Fund. Callahan describes himself as "a growth manager with a value overlay," seeking companies with strong fundamentals selling at an attractive valuation.

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