Daglio: Media In, Health Care Out
Boston Company's David Daglio says the Dreyfus Opportunistic Midcap and Smal Cap funds see content producers winning, while a negative payor mix shift will keep health care under pressure.
Ryan Leggio: Hi. I'm Ryan Leggio. I'm a mutual fund analyst at Morningstar.
We're here at the 2011 Morningstar Investment Conference, and joining me today is one of the panelist on our Undiscovered Managers Panel, David Daglio from The Boston Company. He manages the Dreyfus Opportunistic Midcap Value Fund and the Dreyfus Opportunistic Small Cap Fund.
Ryan Leggio does not own shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.