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  1. Contrarian Approach to Growth Pays Off

    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.

  2. McGregor Staying Cautious With Banks

    Although he notes the potential problems of investing in financial-services names, Oakmark's Clyde McGregor sees some mispricing in European banks.

  3. Market Missing the Value in Asset Managers

    International Manager of the Decade David Herro on misvalued asset managers and his increasing interest in Japanese companies.

  4. The Financials Worth Holding on To

    ICAP's Jerry Senser says his funds are maintaining focus on the highest-quality financials.

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