The Importance of Quality in Portfolio Management

OUSM is the mid-cap small cap that provides the highest quality of the Russell 2000 and OGIG. It's up over 24% year in a date in a time when you think no stock would advance. Digital advertising is booming, one of the reasons Facebook's doing so well. The whole ad space has evolved to the point where traditional ad spend on radio and TV is now smaller than online. And then finally, all of the workflow, data and collaboration and cybersecurity companies are a second category of business to business type revenue generating companies.