May 15, 2009   

 
On this week's Consuelo Mack WealthTrack: Three top notch portfolio managers discuss their distinctly different views and management styles. Mark Headley lives and breathes investments in Asia as Chairman of the Matthews Asia Funds. Steve Leuthold relies on his quantitative models to find values at the Leuthold Funds, and Steve Romick can go short and long in his go-anywhere FPA Crescent Fund.   
 
 

Mark Headley

Chairman, Portfolio Manager
Matthews Asia


“The One Investment...”

Bank On India


- HDFC Bank, Ltd. (HDB)
  Price: $78.90 on 5/15
  52-week range: $44.85 - $111.25

Steve Leuthold

Founder, Chief Investment Officer
The Leuthold Group



“The One Investment...”

Roaring Dragon

- Matthews China Fund (MCHFX)
  Price: $17.70 on 5/14
  52-week range: $12.41 - $35.39

Steve Romick

Portfolio Manager
First Pacific Advisors


“The One Investment...”

Black Gold

Buy a basket of energy companies:
- Total SA (TOT)
- ConocoPhillips (COP)
- ENSCO International, Inc. (ESV)
 
 
Consider Adding Emerging Markets
Exposure To Your Portfolio

Emerging market stocks are up 50% since the beginning of March

Diversified Emerging Markets Fund or ETF
- T.Rowe Price Emerging Markets Stock Fund (PRMSX)

- Vanguard Emerging Markets ETF (VWO)

Emerging Markets Bond Funds
Morningstar Recommends:
- Fidelity New Markets Income (FNMIX)

- Pimco Emerging Markets Bond Fund (PEMDX)
 
 
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