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Charge Up Your Portfolio with Small Caps

Like all portfolio managers, Dawn Alston Paige uses complex formulas and algorithms to identify stellar stocks. Even though her stock-picking approach may be sophisticated, her criteria for what makes a good investment are easy to understand. “We’re looking for stocks at reasonable valuations that have improving fundamentals,” says Alston Paige, executive vice president of Piedmont Investment Advisors in Durham, North Carolina. “We seek companies that are expanding margins, reporting upside earnings surprises, and beating consensus expectations.”

Power Shift

The excitement Democrats felt after winning back the majority in both the House and the Senate during the mid — term elections is still palpable. Voters have spoken, making clear...

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