Growth stocks dominated the market,

The market is less narrowly focused on a small group of stocks, ... We're getting the benefit from the broadening of the market.

You really have a two-tier market with tech stocks going down and everything else going up. Part of this is because valuations in technology stocks got overdone this year and, at the same time, the Dow hadn't performed and now they look cheap.

Even in an overvalued market, you'll still be able to find good stocks to buy. The market still looks okay.

When the market broadens, our fund typically does well, ... At the very least, this is a level playing field.

The market seems to be overshooting. The metal stocks are going crazy.