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A Trio of Picks from Some of Our Favorite Foreign Fund Managers

Foreign and global managers uncover picks in aggregates, finance, and software.

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At Morningstar, some of our most interesting conversations are with fund managers about their recent picks. You may learn something about a company you've never heard of, or maybe get a new perspective on a company you thought you already knew.

Talking stocks with managers is also interesting because it offers insight into the mutual fund itself--the thought process that drives the research, the discipline behind the buy and sell decisions, and the creativity involved in seeing an angle that the market as a whole may be missing.

To close out International Investing Week, we reached out to some of our analysts' favorite foreign and global fund managers, asking for a recent stock pick and, in their own words, how the pick reflects the strategy behind the portfolio they run. We've published their responses, and a bit about each of their funds, below.

Jason Stipp does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.