Trading Up

09/30/2010

David Winters of Wintergreen Advisers describes why his non-U.S. portfolio exposure has more than doubled in the past five years, which country is currently his favorite, why he thinks M&A is about to take off, which industry makes up almost 20% of his portfolio, and what he thinks the market is missing in Nestlé, Swatch, Schindler and Richemont.


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