This article represents opinions of the author and not those of his firm and are subject to change from time to time and do not constitute a recommendation to purchase and sale any security nor to engage in any particular investment strategy. The
Janus Overseas manager Brent Lynn says investor risk aversion significantly weakened his fund's performance in the past two years, and he also details opportunities for his top holdings.
A lot of companies are very well positioned regardless of how the fiscal cliff gets resolved, as long as it gets resolved, says Morningstar's Heather Brilliant.
As stateside growth remains sluggish, Bill Frels and Mark Henneman--Morningstar's 2012 Domestic-Stock Fund Managers of the Year--note that some of their top long -term holdings are going beyond boundaries.
Morningstar 2012 International-Stock Fund Manager of the Year Rajiv Jain expects continued earnings growth for the less popular growth stories of tobacco and Indian consumer stocks.