To stay focused on the long-term view, a manager has to be able to cancel out the short-term market noises. Robert Hofmann, portfolio manager of AllianzGI International Growth Fund, focuses on companies with structural growth drivers, sustainable business models and high barriers to entry and ferrets out earnings compounders. 

In a globalized economy, secular growth trends find their way to more than one market. Thornburg International Growth Fund was created with the aim to provide exposure to these growth trends outside of the U.S. Portfolio managers Greg Dunn and Sean Sun employ a consistent

As economies around the world become more interconnected, local companies can accelerate on the path of regional or global leadership with the right kind of products and management preparedness. Thomas Davis, co-portfolio manager of the PGIM Jennison Global Opportunities Fund, explains how the team’s high-conviction, concentrated strategy seeks the best

Every investor seeks great businesses at attractive valuations, but few have the necessary knowledge, process, and resources. Habib Subjally, portfolio manager of the RBC Global Opportunities Fund, runs a global portfolio that balances between having the best ideas and avoiding unintended risks. Using a proprietary framework, the fund looks for

It is certainly difficult to maintain a contrarian, value-oriented approach when valuations are high and the market is dominated by momentum investors. But Larry Pitkowsky and Keith Trauner, portfolio managers of The GoodHaven Fund, know that rationality returns to the market sooner than later. With a concentrated portfolio, they rely

Established in 1995, the MassMutual Premier International Equity Fund capitalizes on the rise of the middle class across the globe. The fund relies on a bottom-up process to identify quality companies that are set to benefit from the long-term increase in the wealth of emerging market consumers and the proliferation

In the emerging markets universe, large-cap names attract most of the attention. However, investors should also look to small- and mid-cap companies for bigger opportunities. Heidi Heikenfeld, portfolio manager of the Oppenheimer Emerging Markets Innovators Fund, navigates the area through the lens of innovation and long-term structural growth. The fund

With a truly global focus and a long-term horizon, the Oppenheimer Global Fund invests in companies regardless of their location. What matters is whether these companies benefit from large global trends, like mass affluence or new technologies, which shape the economy over decades. Valuation is a key aspect for portfolio

One can outperform the market not by beating it on the upside, but in doing so on the downside. To avoid being caught in long downward moves, the NWM Momentum Fund switches between asset classes depending on the risk environment. Portfolio manager Timothy Ayles relies on a back-tested model that

Small-cap stocks are an asset class with great potential for an active manager, because they tend to offer more opportunities for investing in mispriced companies. Mark Wynegar and Michael Johnson, co-managers of the Tributary Small Company Fund, rely on an in-depth research process to identify quality companies trading at a