3 Contrarian Picks for Fund Investors
Delafield, Lateef, and Mairs & Power Growth have all suffered recently due to their heavy stakes in beaten-down sectors, but they could spell opportunity for patient investors, says Morningstar's Russ Kinnel.
Christine Benz: Hi, I'm Christine Benz for Morningstar.com. Funds with heavy weightings in industrials and especially energy stocks have suffered of late. But contrarian investors might reasonably give them a look. Joining me to discuss this topic is Morningstar FundInvestor editor Russ Kinnel.
Russ, thank you for being here.
Russel Kinnel does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.