Unfazed by Greece, some fund managers stay bullish on Europe
Brian Burrell, co-portfolio manager of the $11.5 billion Thornburg International Value fund, increased the percentage of European stocks such as French materials maker Compagnie de Saint-Gobain and French construction company Vinci in his portfolio by 10 percentage points since the end of 2014, making European stocks 65 percent of his total assets. Now, he's reaping the rewards: with broad European stock markets up by 15 percent or more for the year to date, his fund is up 17.1 percent over
Read more »