Cuggino Favors BHP Billiton, State Street, FedEx: Video

Nov. 13 (Bloomberg) -- Michael Cuggino, who helps oversee more than $4 billion at Pacific Heights Asset Management LLC in San Francisco, talks with Bloomberg's Matt Miller and Carol Massar about the U.S. economy and fund holdings. Cuggino says he sees growth opportunities for BHP Billiton Ltd., FedEx Corp. and State Street Corp. (Source: Bloomberg)