Michelle Clayman, lead portfolio manager for the Calvert Capital Accumulation Fund, tells Wall Street Week’s Al Berkeley why “socially responsible” investing isn’t the drag on returns some had believed. Ms Clayman, who is also the Chief Investment Officer for New Amsterdam Partners, an institutional money management firm, also explains her focus on GARP (growth at a reasonable price) in the mid-cap space.
In Part Two of the video (below) Ms. Clayman discusses several favorite stocks, a payment processing firm benefitting from the shift to electronic payments, a fuel logistics firm that takes “headaches off the customer’s desk,” and a pick in the pharmaceutical space.