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Fund Spy

Three Top Global Managers Share Their Investment Ideas

They could invest anywhere, but here's what they chose.

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At the Morningstar Investment Conference, I had the good fortune to moderate a world-stock panel, with three outstanding managers. (Next year's conference is June 8-10, so save the date.)

We had two value managers and one growth manager, but the debate didn't often break along style lines. One the growth side was Rob Gensler of  T. Rowe Price Global Stock (PRGSX). On the value side were Dan O'Keefe of  Artisan Global Value (ARTGX) and  Artisan International Value (ARTKX) and  Mutual Global Discovery's (TEDIX) Philippe Brugere-Trelat. Here are a couple of highlights.

Kinnel: Please tell us about one of your top-five holdings, and how you came to own it.

Russel Kinnel has a position in the following securities mentioned above: ARTGX. Find out about Morningstar’s editorial policies.