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The Winners: Global Growth + Value

A 50-50 blend of growth and value, focused internationally. That's James Moffett's five-star formula. He's the lead portfolio manager of the five-star UMB Scout International Fund.

Typically, Moffett goes after smaller large-cap and larger mid-cap companies. He's especially enthusiastic about Latin America in general, and Brazil and Chile in particular.

Recommendations:

High on his list is AmBev, Brazil's leading brewer.

"If you're selling beer on the equator, and you've got over a 50 percent market share, you ought to be making good money on it," he told CNBC.

He's not limited to Latin America; in the technology area, he likes Canon.

"We think of them as making cameras, but they make a lot of other things," he explained. "They make copiers, they make equipment for making semiconductors; we view them as a broad-based January technology play."

Disclosures:

Disclosure information for James Moffett was not immediately available.

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