Growth manager argues growth is back

Growth is back. At least that is the argument at Janus Capital, the Denver, Colorado-based fund management company. Marc Pinto, vice president and portfolio manager responsible for about $2 billion in US and international big-cap equities and diversified growth portfolios, is in Hong Kong this week for the CSFB investor conference. He is also meeting companies that have a bearing on his portfolio in America: about 15% of his stocks are now issued by non-US companies, reflecting the deepening of global capital markets.