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Picking Spots in Emerging Markets

Louis Mendes of Silver-rated Columbia Acorn International says the fund has found value in niche industrial and tech companies, as well as consumer names, while steering clear of regulated companies and low-cost manufacturing.

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Jason Stipp: I'm Jason Stipp for Morningstar. It's Emerging-Markets Week on, and today we are checking with Louis Mendes, a manager on the Silver-Rated Columbia Acorn International Fund. He is here to talk about the issues and opportunities facing emerging markets investors today.

Louis, thanks for joining me.

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