Beyond Our Borders: Misunderstanding and Opportunity in International Markets – North Square – 5.1.24

July 19, 2021

Overview:

Title: Beyond Our Borders: Misunderstanding and Opportunity in International Markets

Date: Wednesday, May 1, 2024

Time: 1:00 PM Eastern Daylight Time

Duration: 1 hour

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Summary:

Now On Demand

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

Speaker:

John D. Hock, CFA Founder & Chief Investment Officer Altrinsic Global Advisors

John Hock is the founder and Chief Investment Officer of Altrinsic Global Advisors. Prior to founding Altrinsic in 2000, Mr. Hock was Senior Vice President, portfolio manager, and member of the Investment Strategy Committee at Hansberger Global Investors. Before joining Hansberger in 1996, Mr. Hock was a vice president and senior analyst in the Global Securities Research and Economics Group at Merrill Lynch, where his analysis focused on overseas equities. He received a BS in Applied Economics from Cornell University and an MBA in Finance from New York University. Mr. Hock holds the Chartered Financial Analyst designation. Mr. Hock serves on the Board of the Waterside School.