An "All-Cap, All-Core" Strategy

Sarat Sethi of Douglas C. Lane & Associates explains his investment philosophy: We don't believe in style boxes

For all the excitement over its initial public offering, this isn't "an opportune time to invest in Google." That's just one insight from Sarat Sethi, portfolio manager and analyst at Douglas C. Lane & Associates, who warns that Google faces an unknown degree of competition from the likes of Microsoft (MSFT ) and Yahoo! (YHOO ).

To continue reading this article you must be a Bloomberg Professional Service Subscriber.