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.
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.
The names may be the same, but some of the stories are changing for Wal-Mart, HP, GM, and the home-improvement stores.
Morningstar analyst Joel Bloomer on the company's bumpy overseas expansion and the firm's transition to reduce its capital expenditure budget and boost its free-cash-flow margin.
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