By Scott Ronalds Small cap stocks were hit particularly hard during the credit crisis of 2008/09.  In this update, Tom talks with Wil Wutherich (the manager of the fund) about the current financial shape of the businesses in the portfolio and how they weathered the storm. Wil also shares a few anecdotes on some of the fund's holdings to bring his investment philosophy to life, and discusses why he's optimistic (and comfortable) about select oil stocks in Colombia. Download, subscribe via iTunes or RSS, or watch now: