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"After all this money has flooded in ... it's hard to find fundamental value," says top-ranked...

  • Thursday, December 16, 2010, 3:41 PM ET
    "After all this money has flooded in ... it's hard to find fundamental value," says top-ranked international fund manager David Herro, speaking about emerging market equities. Herro has reduced emerging market stocks to 4% of his portfolio following their biggest rally in 16 years.
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    This seems like a wise man, selling EM at what appears to be a top.
    16 Dec 2010, 05:29 PM Reply Like
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