Video Transcript
Ryan Dimas, CFA, Partner
Portfolio Specialist
Global Equity Team
Hello, I’m Ryan Dimas, portfolio specialist on the global equity team. I was speaking at an event here in Chicago on quality growth investing in the international markets, and there are three key takeaways. First, the opportunity set for quality growth companies is both larger and more diverse than inside the United States. Second, international markets are less efficient than U.S. markets, which means the potential for alpha generation is greater. And lastly, after a prolonged period of outperformance by U.S. markets, we believe we’re at a much better starting place from a valuation perspective, and fundamentals seem to be improving.
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Last updated: May 2024
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