10 Questions With Sit Mutual Funds' Gene Sit

If growth investors are at a technology/health care crossroads, then Gene Sit might be a good crossing guard.

Last year, money fled the sagging tech sector for health care stocks, which lapped the market. Conventional wisdom says tech stocks will rise if the economy picks up again, but that health care stocks' secular growth will buoy them if the economy stays listless. This is a good time to talk to Sit, if only because his no-load (SISTX Quote)Sit Science & Technology fund invests in both tech and health care.

Long story short, he thinks health care will lead tech in the first half of the year, but sees a tech recovery in the second half as a healthier economy spurs demand for tech shops' products. If you're weighing the two sectors, you should hear what Sit has to say, if only because that's what he does for a living. ...