This five-star money manager shares three stock picks, including one betting on dying American malls

A five-star rated fund manager has shared three stock picks, two of which may be unfamiliar to many U.S. investors. The selections reflect a willingness to look beyond widely followed domestic names, a reminder that highly rated managers often source ideas where coverage is thinner and pricing may be less efficient.

The most discussed pick centers on a bet tied to dying American malls — a theme that runs against the consensus view that declining foot traffic dooms all mall-linked businesses. Such contrarian positioning typically rests on the idea that the market has already priced in severe distress, leaving room for select operators or landlords with stronger balance sheets to outperform if conditions stabilize.

For observers, the takeaway is less about the specific names than the approach: concentrated managers with strong track records often accept unpopular exposure to capture potential mispricing. What to watch is whether mall traffic data, tenant occupancy, and refinancing conditions support the thesis, and whether the lesser-known picks attract broader analyst attention.