Fund Manager Friday: Allison Thacker
of RS Information Age
Identifying future technology trends key
to performance
By: Matthew Bandyk
Posted October 26, 2007
...RS Information Age's portfolio in general carries a bias toward
small-cap and mid-cap stocks. "We view that innovation comes
from smaller companies. It's easier to find a company with an exciting
product growing very quickly when they don't have a lot of legacy
businesses that are slow-growth." That explains her interest
in software companies that do predictive analysis. Two holdings
in that area that she highlights are PROS Holdings, which makes
software to help transportation and manufacturing firms price their
inventories...
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