The Wells Fargo Advantage Growth Fund is managed by Thomas Ognar and it seems to be bullish about Apple Inc. (NASDAQ: AAPL) which I was raving about in my post about the best five stocks to invest in 2012 on the Investment Talk blog on this site. The fund has Apple stock as its largest holding and has already picked a big time winner this year with railroad operator Kansas City Southern that went up 42 percent through November due to some pretty good earnings growth.

Jeffrey Gundlach is a star mutual fund manager who founded his new firm DoubleLine Capital where assets shot up in 2011 to $20 billion from $7 billion in 2010. He has been featured in an article in Barron’s called “The King of Bonds” and he is sticking with what brought him to the dance by going with mortgage-backed debt as his high yielding investment.
If you like a fund that strategizes on capital preservation, John Hussman’s Hussman Strategic Total Return might be what could be more appropriate. The former economics professor at the University of Michigan recommends mining stocks like Newmont Mining. With its 3.6 percent dividend yield, healthy cash-flow growth, and dwindling debt, Nestlé is a stock that the mutual fund Mainstay Epoch Global Equity Yield is willing to bet on this year.
When it comes to screening stocks, George Sertl of Artisan Mid Cap Value has a pretty interesting way of acquiring stock in companies. He and his co-managers look to buy firms that trade at 8 to 12 times their forecast of normalized earnings which also have solid returns on capital. The strategy for selling seems pretty simple too and it involves selling the stock when that ratio goes up to about 15 to 18.
Photo courtesy of Barron's. http://online.barrons.com/article/SB500014240529702044422045761446623019...
