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Forbes - Q&A with Manning & Napier

Kenster1_GlobalValue
edited September 2012 in Fund Discussions
Forbes

At some point, emerging markets are going to make a comeback after a year of dire straits. I spoke with Marc Tommasi, the head of global investment strategy at Manning & Napier in Rochester, New York. Manning runs $42.4 billion of client money, both retail and institutional. We spoke pre-QEIII. I’ve spoken with Marc a number of times, both for Forbes and when I was with Dow Jones and the WSJ in São Paulo. Marc, like others in the business, was convinced QE was coming and he was right. Here’s some of his picks and pans in this excerpted transcript for those interested in international investing from both a top down and a bottom up perspective.

http://www.forbes.com/sites/kenrapoza/2012/09/25/picks-and-pans-of-a-40-bln-fund-strategist/

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