Today’s Talk Your Book is brought to you by Polen Capital: We are joined by Todd Morris, International Growth Portfolio Manager and Analyst for Polen Capital to discuss investing outside the US. On today’s show, we discuss: Why international markets have not kept pace with the US Reasons for a valuation difference between the US and the rest of the world How the Dollar affects international investing Analyzing the business, not just the stock Polen Capital sector exposures internationally Quantitative and qualitative screens for international stocks Understanding cultural differences when investing outside the US Understanding position size in a concentrated portfolio Thematic investing within international markets Why there weren’t banking crises in other countries Listen here: Charts: Follow us on Facebook, Instagram, and YouTube. Check out our t-shirts, stickers, coffee mugs, and other swag here. Subscribe here: Wealthcast Media, an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.
This content was originally published here.
