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    ACTIVE INVESTING WITH A DIFFERENT PERSPECTIVE
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International Investing: Get Ahead of the Curve

Classic and Current Rationale Spell Investment Opportunities Overseas

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Latest News & Insights

  • Boring Companies, Exciting Stocks
    October 30, 2017 [Market Insights, Josh Rubin]
    Tough times can force smart people to make hard decisions, the merits of which may all too easily be overlooked by investors focused on the forces driving the changes, rather than the company-specific...
  • India Takes a Page Out of the TARP Playbook
    October 26, 2017 [Emerging Views, Pablo Echavarria, CFA]
    In an unexpected move, the government of India has announced a $32 billion plan to recapitalize the country’s sour-loan laden public sector banks, its biggest step so far in addressing a lingering problem...
  • China’s Central Bank Chief Warns of “Minsky Moment”
    October 20, 2017 [Emerging Views, Charles Roth]
    Investors have looked beyond divisive, populist politics in the U.S., the U.K., Spain, and elsewhere in Europe, focusing instead on accelerating global economic growth and surging industrial metals prices...
  • Quality, Price and Path to Success
    October 4, 2017 [Vinson Walden, CFA]
    "To winnow the field of thousands of investable companies, we filter them through our three core beliefs—they must be high-quality businesses, trade at a low price, and have a path to success."
  • Thornburg's Brady: Active Managers Should Have No Fear of Passive
    August 22, 2017 [Jason Brady, CEO]
    "Active management is now an opportunity to stand out more."