Segall Bryant & Hamill leverages its proprietary investment research, deep industry experience and long‐tenured team to provide intelligently constructed portfolio solutions.
Quality Takes Center Stage in Non-U.S. Investing
The uncertainties of the global economic environment have weighed on markets this year, leaving investors with few places to hide. Hear from our international experts Scott Decatur, Ph.D. , Director of Quantitative International Strategies, and John Fenley, CFA , Director of Fundamental International Strategies, as they discuss the global macro environment, valuation gaps, and where they are finding opportunities in non-U.S. equities.
Key Takeaways
- The majority of markets around the world are showing historically large dislocations; more reasonably priced companies are at historically large discounts to the market.
- There is a compelling opportunity set in overseas markets relative to U.S. public equity markets due to a large valuation gap.
- We believe quality non-U.S. companies have been underappreciated and offer an attractive long-term opportunity.
Strategy Profiles:
Fundamental International Small Cap
International Videos:
Uncovering Performers in Fundamental International Small Cap
A Quantitative Approach to International and Emerging Markets Small Caps
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