Big Stocks Lure Perkins, Grantham With Discount to Small-caps
Thomas Perkins beat 94 percent of his mutual-fund rivals in the past decade by investing in midsize companies. He now prefers giants such as Cisco Systems Inc. and Wal-Mart Stores Inc., and his $12.4 billion Perkins Mid Cap Value Fund is almost at its limit for big-company shares.
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