From my previous post

"What's your thesis about small-cap industrials?

We call it the American industrial renaissance. Small- and mid-cap industrial-manufacturing companies in the U.S. are gaining market share. A lot of people say, "What industrial renaissance? These companies aren't like the big leaders." Of course not. When it is that visible, the theme will be over. That's when you'll have the industrial renaissance growth fund, the opportunity fund, and all these different funds. "

So, that sounds good for the little stocks posted on this board?