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This International Manager Is Betting Big on Banks and Energy, but Not Tech — Barrons.com

Cole Smead's Smead International Value fund returned almost 50% in the past year. Why he favors Canadian oil-sands stocks and European banks.By Debbie CarlsonCole Smead is CEO and a portfolio manager at Smead Capital Management, and manages the Smead International Value fund.Smead Capital Manageme…

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