Asset TV International Equities Masterclass Highlight
In partnership with Asset TV, Bradley Krom participated on an International Equity Masterclass to discuss what it will take for the global investing environment to improve, the current macroeconomic and market environment, risks and challenges, and key takeaways when it comes to investing internationally.
Click here to access the full on-demand replay, available for CE Credit through Asset TV.
Bradley Krom:
I think the way that we've tried to attack developed international specifically is focusing yes, on companies that pay dividends, but then also trying to identify those companies that can increase those dividends over time. So by looking at factors like return on equity, return on assets. So I would say that primarily we're looking for markets that are deep liquid investible, but then we'd also want to focus on the fundamentals in a replicatable, repeatable way in order to select the underlying stocks that are eligible for inclusion. Because I think it is potentially problematic, but just because a company is listed on a stock exchange somewhere that it is worth investing in. I think that our focus on fundamentals gives the opportunity to yes, benefit when markets are rising, but also manage risks. I think another thing that sets us apart is the fact that we are active in offering investors tools to manage the currency risk in their portfolios.
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CE Credit Replay: International Equities Masterclass
