Nvidia Catapults EM Stock Picker to Top Ranking and Irks Rivals

  • Artisan’s Kaufman takes unconventional tack to produce returns
  • “This is not your grandmother’s emerging-market fund”
Lewis KaufmanSource: Artisan Partners
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Lewis Kaufman is, depending on who you ask, a phony or a genius.

First, the genius part. Kaufman has come up with a formula for generating double-digit annual returns in emerging-market stocks, a rare feat in a market that has gone nowhere for years.