Companies with higher returns on capital through various business cycles are especially appealing to investors with long-term investment horizons. At the Toreador Large Cap Fund, portfolio managers Rafael Resendes and Paul Blinn look for business models with a history of generating stable, positive Economic Margins, trading below their intrinsic
One of the most dynamic markets in the world, Russia may be difficult to understand for outsiders, but is extremely rewarding for those who know it well. Ticker revisits John Connor, the manager of the Third Millennium Russia Fund, to find out that he still finds Russia an exciting market
The emerging markets are dynamic places that require the double effort of getting to know
them and staying on top of the fast changing societies. John Connor, the manager of the Third Millennium Russia Fund, believes that the Russian market no longer offers cheap stocks associated with high risk. Rather, he
