Huntington New Economy Fund: Zeroing In On Aircraft
FUND MANAGER: Bernie Shinkel, 60.
TENURE: Started fund in 2001. Joined Huntington National Bank (HBAN ) in 1997.
EDUCATION: Has a PhD in finance from Purdue University. His thesis focused on the economics of consumer credit.
STOCK I LIKE: Precision Castparts (PCP ) "It manufactures complex metal components and products for aerospace and specialized industries. The stock is attractive, considering its 20% projected earnings per share growth and strong balance sheet."
NEWCOMER TO PORTFOLIO: priceline.com (PCLN ) "Priceline has made smart acquisitions. It will continue to do well in Europe as well as in the U.S. because it has gone beyond the name-your-own-price model."
STOCKS I'VE AVOIDED: "We recently trimmed our consumer stocks due to a slowing economy. The companies we sold include AutoNation (AN ), Circuit City (CC ), and Black & Decker (BDK )."
CURRENT READING: Fortune's Formula: The Untold Story of the Scientific Betting System that Beat the Casinos and Wall Street by William Poundstone.
AFTER HOURS: Attends military-style workout class weekdays at 5:30 a.m. Avid skier.
Category: Mid-cap growth
BusinessWeek Ranking: A*
Assets: $125 million
Sales charge: None
Expense ratio: 1.43%
The goal: Find industry leaders of the future that have new technologies, products, processes, or services
Number of the stocks in the fund: 104
*Based on five-year risk-adjusted total returns compared with all other mid-cap growth funds; Data: Huntington Funds, Morningstar Inc.
By Lauren Young