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Thursday, March 17, 2011|
Japan's Nuclear Crisis Spells Opportunities for Managers
As the nuclear crisis in Japan enters its first full week, the Wall Street Journal is again taking inventory on its impact on a broad swath of funds, including those invested in U.S. businesses from nuclear power generation to construction companies working in the sector.
Fund managers who are currently rtaking a wait-and-see approach as well as others who are scouring the markets for opportunities include: Rob Taylor, co-manager of the $7.6 billion Oakmark International Fund [see profile]; John Kohli, PM of the $2.8 billion Franklin Utilities Fund [see profile]; Fred Sturm,PM of the $6.4 billion Ivy Global Natural Resources Fund [see profile]; Shawn Reynolds,co-portfolio manager for the $4.9 billion Van Eck Global Hard Assets Fund [see profile]; and Ivka Kalus-Bystricky, PM of the $31 million Pax World International Fund [see profile].
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