Commentary / Videos

Reduce potential risk by aligning with founder-led companies that have strong fundamentals and benefit from a growing middle class

European banks often have different industry dynamics than U.S. competitors, are often the market leaders of financially-responsible countries, have high dividend yields and attractive multiples

After an extended period of underperformance vs the U.S., a case can be made for a turn in this cycle. Today’s 30% discount to domestic markets may offer a compelling starting point