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.

Source: 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.

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