Key management moves have ultimately proved positive for these large-growth funds.
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.
Although he notes the potential problems of investing in financial-services names, Oakmark's Clyde McGregor sees some mispricing in European banks.
Does a rough 2013 foretell future turbulence for risk-parity strategies?
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