A fund manager is dominating 96% of his peers by handpicking companies on the verge of explosive sales growth. Here are his top picks right now.

The biggest driver of stock-market returns has little to do with the economic cycle, says James Callinan, portfolio manager of the Osterweis Emerging Opportunity Fund.
His fund has outperformed its benchmark since inception by focusing on something else instead: companies that are tapping into themes where demand is poised to surge.