The Case Against Financial Stocks  October 29, 2009 RSS Feed
Print   • Comment  Fund manager Jerry Jordan doesn't stick to
any one strategy. Instead, he invests thematically. From the
helm of the Jordan Opportunity Fund (symbol JORDX), Jordan plays
three to five different themes—typically industries—at one time.
For the most part, Jordan looks for fast-growing companies
across all sectors and company sizes, and he's not afraid to
invest a large percentage of his fund in one sector while owning
nothing in another.  [See A New Way to Invest.]  Jordan says
some themes run longer than others. He's been bullish on energy
for "a very long time," and he's currently devoting a fair chunk
of his portfolio to certain areas of healthcare. In February and
March, he was into bank companies, but Jordan got out by the end
of August because he believed the tremendous rally in the sector
wasn't supported by significant structural changes.  The fund,
which started in January 2005, lost 37 percent in 2008 but is
gaining ground,