, manager of the $116 million Paradigm Value Fund
, shares his stock picks with Dow Jones' Joseph
Checkler in Tuesday's Wall Street Journal Fund Track column.
The fund is up almost 21 percent this year, versus a 7.9 percent
gain in the Russell 2000 Value Index.
"It's a function of not buying on hope," Ronovech said. "Everything we're trying to do is find risk and manage risk."
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