Mark Yockey: A Great Investor with a Contrarian Streak

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Mark Yockey: A Great Investor with a Contrarian Streak


The bull market turned six years old earlier this month. How much of a concern is the market’s age and it’s more than 200% advance?  In a rare interview, Artisan International and Global Funds’ Great Investor, Mark Yockey explains why he is still finding plenty of opportunities in the market and why the rising dollar is a financial game changer for many companies.

 

Yockey says he is still finding plenty of opportunities in the U.S. and international markets.

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TAKE A CLOSE LOOK AT THOSE OLD CHINESE BOWLS AND VASES YOU INHERITED

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YOCKEY: CHINESE HOME RUN

  • Baidu Inc ADR (BIDU)
  • Price: $208.01 (on 3/18)
  • 2-week range: $140.66 – $251.99

Mark Yockey: A Great Investor with a Contrarian Streak

Morningstar International Stock Fund Manager of the Year winner, Artisan International Fund’s Mark Yockey, discusses his contrarian picks and how he is finding sustainable growth in Japanese tobacco and automobile companies, Chinese internet and insurance firms, and global beer companies.

CHURCHILLIAN PRINCIPLES

Artisan Partners’ noted international investor, Mark Yockey is a huge admirer of Winston Churchill and has read volumes of the legendary British Prime Minister’s histories, autobiographies and biographies. We asked him what he admired most about Churchill, arguably the greatest leader of the twentieth century.

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