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Lessons in Picking Winners: A Stockpicker Sees Market Favoring Late-Stage Cyclicals

Traders Magazine, March 2005

Kathryn M. Welling

Think about it. How many Wall Streeters could honestly tell you they've had a lot of fun at work over the last five years? The dawn of the new century, alas, just has not been especially kind to most portfolio managers. Which might lead you to bet that chatting with David S. Wilson would be anything but uplifting. After all, Dave certainly picked a less-than-felcitous time, back then, to part company with a long-time compatriot and set up Wilson Partners and its management company, Wilson Capital Management and go sailing solo in increasingly crowded and storm-tossed hedge fund seas.

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