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Bloomberg Television

Sarah Ketterer on market opportunities outside the US #shorts 🤓

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what are some of the opportunities generically uh that you think are attractive not necessarily companies but opportunities generically the entire non us region has been second class citizen versus the extraordinary US market and think about non- us developed as a value stock the income just on average from stocks listed in Europe and even parts of Japan the not just the dividend income but the BuyBacks far exceeds out of the US so they’re they I just can’t tell you when eyes just keep moving to the US market and get concentrated in few stocks that leads to a great opportunity for investors to find mismanagement or situations where companies just need a nudge from institutional investors like Causeway to get them to improve their outcomes

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