“The strongest argument I would make for investing internationally right now is that we are coming off of an unprecedented period of outperformance in US equity markets, and you have relatively high valuations in the US right now, and relative bargains in other markets around the world.”
Each quarter, Craig Thrasher, CFA Portfolio Manager and Senior Research Analyst provides an update on the performance of the International Small Cap strategy and shares his market outlook. Listen to his most recent episode where Craig recaps market activity during 3Q 2024, with a focus on:
- Recent activity in Japan and China
- Primary contributors and detractors to the International Small Cap strategy performance
- Comparing small to mid-cap holdings against large cap names
For more insights, read our 3Q 2024 Commentary or subscribe to KayneCast where we provide the latest updates from the KAR Investment Team on our investment strategies.
Kaynecast is available on Apple Podcasts and Spotify.