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Xstrata, Dell, Amdocs Top Masters' Thesis

"Lundbergs should benefit from its strong financial position. At year-end, the company's debt amounted to only 12% of the market value of its assets. This financial strength and flexibility, in addition to the investment track record of management, should suit the company well as it evaluates potential investment opportunities in the current environment. Market concerns surrounding Nordic industrial stocks and the macro-economic environment in general enabled us to purchase shares of Lundbergs at discounts in excess of 20% to its net asset value."

What is your favorite sector?

DeGroot: Masters' Select International currently has a large overweighting to the technology sector, including names such as Dell (DELL - Get Report), Advantest (ATE - Get Report) and Amdocs (DOX - Get Report).

Which sector would you avoid?

DeGroot: The fund has no exposure to utilities as no managers are finding compelling enough opportunities there to meet the Masters' "only your best ideas" mandate.

-- Reported by Gregg Greenberg in New York.

Before joining TheStreet.com, Gregg Greenberg was a writer and segment producer for CNBC's Closing Bell. He previously worked at FleetBoston and Lehman Brothers in their Private Client Services divisions, covering high net-worth individuals and midsize hedge funds. Greenberg attended New York University's School of Business and Economic Reporting. He also has an M.B.A. from Cornell University's Johnson School of Business, and a B.A. in history from Amherst College.
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