Since there are significant market risks, I have been looking for companies that have such strong fundamentals that they can move up even in a down market. Ken Kam: Would you agree that when the market is advancing, it is tougher to spot the true winners? For example, the basing in the October-December market correction is, at every low point, higher than the basing in the February market correction. Again, not so for the market, and concurrently, quite extraordinary to achieve when all around is falling apart. Wayne Himelsein's Logica Focus Fund (LFF) has an 18+ year track record that extends through 2 market crashes, numerous corrections, and sector rotations.

Source: Forbes February 03, 2019 18:56 UTC