U.S. equity roundtable: Part 3

Value managers' picks in consumer stocks, health care and industrials

Sonita Horvitch 14 December, 2012 | 7:00PM

Editor's note: This week's coverage of our U.S. equity roundtable concludes today with strategies and stock picks in the consumer, health-care and industrial sectors. The three-part series was produced by Morningstar columnist Sonita Horvitch, who moderated the wide-ranging discussion. The panellists:

 Janet Navon, managing director, director of research and member of the U.S. investment team at New-York-based Epoch Investment Partners, Inc. Epoch's mandates include managing assets for Toronto-based CI Investments Inc.

 Darren McKiernan,vice-president and portfolio manager at Invesco Canada Ltd.

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Sonita Horvitch

Sonita Horvitch