John D. Hock, CFA, Founder and Chief Investment Officer at Altrinsic Global Advisors, will discuss international equities from the point of view of a bottom-up investor. Altrinsic Global Advisors applies a fundamental research process to find intrinsic value in undervalued companies that can be held in a long-term, high-conviction portfolio.
WEBCAST – Beyond Our Borders: Misunderstanding And Opportunity In International Markets
While global equity markets continue to reach fresh highs, this is largely due to the continued narrow leadership of a few large-cap US growth equities. In this conversation between Phil Callahan (North Square Investments) and John Hock (Altrinsic Global Advisors), we will explore the following questions:
- How does the international opportunity stack up in the historical context, and what is different this time around?
- Which industries and companies could be underappreciated beneficiaries of growth and innovation?
- Is the story really “growth versus value” or something else more nuanced?
- Will corporate reform in Japan move quickly enough to unleash value for investors?
- Is China investable?
- And more…
Accepted for 1 CFP® / IWI / CFA CE Credit