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."
