Fund investors in the US are turning to foreign markets, with flows into international equity funds rivaling those into domestic in recent months. For insight into opportunities abroad, Elizabeth Desmond, CIO International Equities, sat down with Morningstar and other managers to discuss. Click below to read the full article.
A Global Perspective: Mondrian’s approach to identifying value in the US
When building a portfolio of US Large Cap companies, it is critical to have a global perspective. Over 30% of the revenue for the Fortune 100 is derived from outside the US. Additionally, many US multinational companies’ largest direct competitors are based in a different country.