FEATURED RESEARCH & INSIGHTS Discover the value of independent thinking. Why Own International Stocks? “Why international?” is a question on many investors’ minds lately. But the relative performance of US and non-US stocks has been a cyclical phenomenon—and 50 years of data show that no cycle lasts forever. Read Now The International Valuation Disconnect The valuation gap between U.S. and international stocks has steadily expanded over the past fifteen years, putting international equities “on sale” and offering historically attractive relative valuations. September 23, 2024 Read Now A Rotation in the Stock Market Rotation in the stock market can be seen in the difference in performance of the S&P 500 and the S&P 500 calculated on an equal-weighted basis. Is recent outperformance of the equal-weighted index likely to continue? August 20, 2024 Read Now Raise a Glass to the World’s Most Valuable Spirit Learn why Veritas believes the investment case for Kweichow Moutai is as strong as its liquor’s fiery taste. January 23, 2024 Read Now Looking Back on 30 Years of International Value Investing Tweedy, Browne Company reflects on 30 years of the Tweedy, Browne International Value Fund, shares how momentum in their story began, and why it is just as relevant in today's market. October 27, 2023 Read Now A Fresh Perspective on Energy Yacktman Asset Management’s Adam Sues discusses the firm’s pivot in the energy sector. Read his take on risks and opportunities in the energy industry today. August 08, 2023 Read Now SEE ALL INSIGHTS FEATURED WEBCASTS Explore insights and updates across diverse viewpoints. SEE ALL WEBCASTS Yacktman Quarterly Update YacktmanJuly 15, 2024 Watch Now Boston Common Quarterly Webcasts Boston CommonJuly 18, 2024 Watch Now FEATURED FUNDS Access differentiated solutions across a range of strategies. SEE ALL PRODUCTS Stay up-to-date Sign up to receive our latest views and thinking, in addition to other news and product-related information. CHOOSE SUBSCRIPTIONS
Why Own International Stocks? “Why international?” is a question on many investors’ minds lately. But the relative performance of US and non-US stocks has been a cyclical phenomenon—and 50 years of data show that no cycle lasts forever. Read Now
The International Valuation Disconnect The valuation gap between U.S. and international stocks has steadily expanded over the past fifteen years, putting international equities “on sale” and offering historically attractive relative valuations. September 23, 2024 Read Now
A Rotation in the Stock Market Rotation in the stock market can be seen in the difference in performance of the S&P 500 and the S&P 500 calculated on an equal-weighted basis. Is recent outperformance of the equal-weighted index likely to continue? August 20, 2024 Read Now
Raise a Glass to the World’s Most Valuable Spirit Learn why Veritas believes the investment case for Kweichow Moutai is as strong as its liquor’s fiery taste. January 23, 2024 Read Now
Looking Back on 30 Years of International Value Investing Tweedy, Browne Company reflects on 30 years of the Tweedy, Browne International Value Fund, shares how momentum in their story began, and why it is just as relevant in today's market. October 27, 2023 Read Now
A Fresh Perspective on Energy Yacktman Asset Management’s Adam Sues discusses the firm’s pivot in the energy sector. Read his take on risks and opportunities in the energy industry today. August 08, 2023 Read Now