How this $20-billion money manager is finding international stocks that benefit from market volatility

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Open this photo in gallery: Peter Lampert, portfolio manager at Calgary-based Mawer Investment Management Ltd.The Globe and Mail Money manager Peter Lampert was investing in international stocks long before their renewed popularity this year, and he sees more upside despite the recent outperformance of certain markets in Europe and Asia. “There’s still a lot of opportunity in international markets,“ says Mr. Lampert, a portfolio manager at Calgary-based Mawer Investment Management Ltd., who oversees about $20.1-billion in assets. “Despite the market volatility and economic uncertainty, there’s money being spent, especially in areas such as defence and semiconductors – and a lot...