Japan's Nuclear Crisis Spells Opportunities for Managers
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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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