By SIMON CONSTABLE
Spare auto-parts, used cars, and the world's biggest search engine might seem to have little in common. Yet all are top picks at the $2.2 billion Hennessy Focus Fund(HFCSX) .
Its performance over the decade through December is in the top 2%, when compared with other midcap funds. How's it done? TheStreet asked one of the portfolio managers, David Rainey, who works for the fund's sub-adviser Broad Run Investment Management. He and two others pick the stocks.
Here's what Rainey said.
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