bullish

International Investing

233 Views18 Feb 2022 10:16
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SUMMARY
  • International investing is a lot of work. It can also be uncomfortable. Importantly, international stocks have underperformed since GFC
  • It has become really hard for international mandates to justify their existence
  • Having been in the trenches in international markets for over a decade we believe this is the optimal time to allocate capital to international ideas.
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  • International Investing
    18 Feb 2022
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