, co-manager of BlackRock Capital Appreciation Fund
, opens up his kimono in today's edition of the Wall Street Journal Fund Track column
Half of his $4.3 billion fund is reportedly invested in "stable growth companies" and the other half in "opportunistic" bets.
Lindsey is currently bullish on Amazon.com Inc. because of its 40 percent growth rate but bearish on Microsoft Corp., because of its comparatively small presence in cloud computing and because tablet computers have been eating into Microsoft's personal-computer businesses.
Stay ahead of the news ... Sign up for our email alerts now