Drifting into other styles could reduce the overall portfolio's diversity and subsequently increase risk.

Asked about his overall portfolio, he said "I fix things."

They would understand how his approach fit into their overall portfolios.

But with problem loans stubbornly high - 12 percent of his overall portfolio - he remains cautious.

"That does make the fund more volatile but, viewed in an overall portfolio, I don't see it as a bad thing for most people."

He has long recommended that individual investors put 65 percent of their overall portfolio into stocks.

His goal is earnings growth of 15 to 20 percent for the overall portfolio, looking out two to three years.

The key to Brandywine's performance is how the systems all interrelate in the overall portfolio.

"That left the overall portfolios in worse shape," he argued.

Growing our business here will bring more balance to Halliburton's overall portfolio.