Today’s Talk Your Book is brought to you by Polen Capital:
We are joined by Todd Morris, International Growth Portfolio Manager and Analyst for Polen Capital to discuss investing outside the US.
On today’s show, we discuss:
- Why international markets have not kept pace with the US
- Reasons for a valuation difference between the US and the rest of the world
- How the Dollar affects international investing
- Analyzing the business, not just the stock
- Polen Capital sector exposures internationally
- Quantitative and qualitative screens for international stocks
- Understanding cultural differences when investing outside the US
- Understanding position size in a concentrated portfolio
- Thematic investing within international markets
- Why there weren’t banking crises in other countries
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