A high-growth fund manager returning 7 times more than his peers tells us how he's shifting from post-pandemic tech themes into 'real companies' — and shares 6 stock picks set to win the market's next phase

· James Callinan manages the Osterweis Emerging Growth Fund, which has soared 33% this year when the typical fund in the category is up just 4%.
· Callinan told Business Insider that he's beginning to de-emphasize "work from home" stocks that became market favorites after the coronavirus pandemic began, and explained what he's...