The Bright Side

07/29/2016

Managed Assets Portfolios’ Michael Dzialo, Karen Culver and Peter Swan explain the thematic filters they’re using today to identify opportunity and avoid trouble, why they aren’t biting in beaten-down emerging markets, why they think value investing is poised to get its mojo back, and why they see unrecognized value in Bunge, Vivendi and C&C Group.


If you are a subscriber, log in to access the issue and bonus archive:


Not a subscriber? Subscribe today!