On June 21st we held our first in-person and live Zoom event with guests both here in our new offices and attending from home. Our speaker was “live from London” and it was a great success. Read this Periscope to watch the recording movie and learn a little more about why we are optimistic about international investing today.
Andrew Goodwin from Oldfield Partners spoke to us live from London! He explains their investment philosophy as “simple but not easy,” which is also the name of a book written by Richard Oldfield, who founded their investment firm. Price is absolutely important to them, he says. And now is “absolutely the right time to be a value investor.”
The following line graph shows how much more expensive US companies are compared to the international companies. All things being equal, it is best to buy low; it may give you a better chance to sell high!
If you are a current client, you may find value investing particularly compelling. If you are thinking about investing internationally, you might enjoy the video. Or if you are not sure if you already have money with our international equities investments, like this one, make sure to talk to your financial planner!