Ben Rogoff
Member since: Apr '06
Senior Portfolio Manager at
Polar Capital

Latest Top Picks

Exposed to 2 key end markets, hard drives, an area that he doesn't really like and LEDs which he thinks ultimately you're going to see solid-state lighting begin to rear its head in 2007/2008. They provide the equipment for manufacturing LED lighting. A buy and hold story.
A classic example of a next-generation winner where the numbers are still wrong. Last quarter showed a very heavy upside. The caveat is the funny ownership structure and they don't like talking much as he would like.
Playing perfectly into the broadband penetration theme. They allow companies to deliver software remotely over the Internet. They make software for sales forces. They have a new product AppExchange which is a Trojan horse. It will become an infrastructure layer. Stock is not cheap, but the company is hypergrowth.