Many investors misunderstand the opportunities and risks in China. Why? In our view, they are operating from an outdated perception of China’s economy.
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Why an active management approach to the Financial Sector?
Our bottom-up, active approach can better identify company-specific risks, and uncover great businesses at below average prices
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Why look around the world for investment opportunities?
Investors looking to build wealth should seek the best businesses, wherever they happen to be headquartered
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The Case for Investing Internationally
International stocks have historically exchanged leadership with domestic stocks over decade-long periods. Current valuations argue for taking a hard look at expanding your investment search outside the U.S.
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