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Episodes
Wednesday Jun 26, 2024
Wednesday Jun 26, 2024
Portfolio Manager Ramona Persaud joins us today to discuss her current investment strategies, how valuation is currently being dispersed, and how international markets are performing. Ramona talks about the current performance of value and dispersion outside the US, particularly in continental Europe, the UK, and parts of Asia – and touches on the potential in more cyclical sectors such as tech. She highlights how there is increased value dispersion and alpha signal abroad. She explores how the Europe’s concerns regarding sustainable growth have shifted focus from the energy sector to one of defense and notes how her team in Europe is always swiftly adapting to these changes. Despite market uncertainties, Ramona emphasizes how she continues to find compelling valuations in mid to large-cap sectors, and also talks about the importance of finding dispersion opportunities abroad.
Recorded on June 18th, 2024.
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