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  1. DeVaulx: Cautiously Buying in Japan

    The IVA Worldwide manager says the fund has been adding to existing holdings amid the sell-off to maintain its pre-crisis weighting to Japanese names, but has been exercising restraint in the region.

  2. How First Eagle Plays Japan

    First Eagle's Abhay Deshpande says Japan is a market of stocks, not a stock market, with some picks that can greatly outperform the market as a whole.

  3. Ketterer: Today's Ideal Environment for Value Investors

    Causeway's Sarah Ketterer on picking through the rubble in Europe and how to like Japanese stocks without liking Japan.

  4. Investing on a Fault Line

    Devastating crises--geophysical, financial, and political--can happen at unpredictable junctures, but investors can endure by owning strong businesses with a margin of safety.

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