Growth Stocks – A Place to Be – Get Positive

Share Article

Insight Capital Research & Management growth portfolios produced great returns for the first quarter.

Insight’s Small-Cap growth portfolio returned 14.90% gross of fees (14.60% net of fees) for the first quarter of 2011 versus the benchmark (Russell 2000® Growth index) return of 9.24%. This return puts Insight in the top 4% of all small-cap growth managers in the Zephyr small-cap growth universe (414 managers) for the first quarter.

Insight’s Concentrated growth portfolio returned 14.44% gross of fees (13.94% net of fees) for the first quarter of 2011 versus the benchmark (Russell 3000® Growth index) return of 6.30%. This return puts Insight in the top 2% of all concentrated growth managers in the Zephyr concentrated growth universe (combined Zephyr Small growth, Mid growth and Large growth universes (981 managers) for the first quarter.

Insight’s Large-Cap growth portfolio returned 8.51% gross of fees (8.44% net of fees) for the first quarter of 2011 versus the benchmark (Russell 1000® Growth index) return of 6.03%. This return puts Insight in the top 15% of all large-cap growth managers in the Zephyr large-cap growth universe (728 managers) for the first quarter.

For more information about Insight's portfolios, please visit their website at http://www.icrm.com.

According to the firm, results for the first half will also be impressive. Final results will be available in about a week.

Not sure about the direction of the market? Too much uncertainty? Uncertainty in the market often creates investment opportunities.

Insight believes it is a very good time to take advantage of the negative headlines. Resolution of the Greek debt situation in the last week shows that Europe is committed to putting its financial house in order. U.S. legislators are likely to find common ground on the U.S. debt ceiling and spending cuts likely will be made as well. The U.S. economy is improving and corporate earnings continue to grow strongly, particularly for small cap growth companies, and remember that 91% of the work force is going to work every day and is continuing to spend.

Contacts:
Jim Collins, CFA - CEO
Philip Hamilton, Director of Marketing
Insight Capital Research & Management, Inc.®
925-948-2000
http://www.icrm.com

Please follow us on Twitter!

http://twitter.com/insight_capital
http://twitter.com/MikeAshton_ICRM
http://twitter.com/RandyY_ICRM

Performance presented is the composite return for each respective portfolio. Each portfolio composite consists of discretionary accounts managed under each respective strategy. The gross performance presented herein reflects the reinvestment of dividends and the deduction of transaction costs and excludes the deduction of investment management fees. The net performance presented herein reflects the reinvestment of dividends, the deduction of transaction costs and the deduction of investment management fees. Performance returns may reflect the effect of material economic and market factors not anticipated by Insight Capital Research & Management, Inc. Past performance is not a guarantee of future results. Inherent in any investment is the possibility of loss. Complete disclosure available at http://www.icrm.com.

###

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Jim Collins
Insight Capital Research & Management, Inc.
9259482000
Email >
Visit website