She says there's so much emerging-market risk that she'd rather avoid it for now. I think we need to see more bankruptcies, etc. In two years, I'll have a lot of money in Asia, but not in the next three months. Henrik Strabo would love to invest in Asia, but won't until he sees concrete signs of change, something he thinks is still lacking. In contrast, the Old World remains a darling of international fund managers.
Unification has a lot to do with the growing appeal.
His portfolio includes the French bank Societe Generale , plus Tele-Pizza, a Spanish pizza company, and Hartwall, a Finnish beer company. Stouffer is concentrating on little, domestically oriented companies. One theme she is playing is outsourcing, which has become more common as European companies have reduced staffs. In that sphere, she owns U.K-based Colt. Another area that is doing very well, for me anyway, is restaurant companies.