But in the first half of 2021, the fund sold out of that position and has built stakes in companies that are tied to infrastructure spending, home improvement and health care, and that Mr. Mintz thinks offer strong potential for growth over the near term.“When you’ve got this surge in reopenings, obviously you’ve got a number of companies doing very well, and industries,” he said, adding that as the economy improves, growth-focused investors don’t need to crowd into “just a handful of stocks.”Not every company that surged over the past 20 months has come back to earth.Etsy, for example, is up roughly 60 percent in 2021, as the company has been successful …
