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BTR Strategic Growth Fund: Salida Capital

Salida Capital's BTR Strategic Growth Fund posted returns of over 200% in 2009. Kris Devasabai talks to lead portfolio manager Danny Guy about his investment strategy and how he bounced back from the upheavals of 2008.

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The BTR Strategic Growth Fund is not one for the faint of heart. Leveraged and heavily concentrated in a handful of the investment team's best ideas, the fund has the potential to generate at times staggering returns, but investors should be prepared to handle a few bumps along the road.

The fund is structured around the macro economic views of its lead portfolio manager, Salida's chief investment

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