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Fund Manager Focus: Brian McMahon, Manager, Thornberg Global Opportunities Fund
FYI: Less is more for Brian McMahon. His Thornburg Global Opportunities fund (ticker: THOAX ) has just 35 holdings, a concentrated approach that McMahon, manager since 2006, credits for the fund’s outperformance of its world stock peers. “Most of the funds in our category own a couple hundred stocks; we own a couple dozen,” says McMahon. “We’ve been very focused; we know the stocks we own.” Regards, Ted http://online.barrons.com/articles/top-stock-picks-citi-american-airlines-level-3-and-more-1424352600#printMode
