Christopher Lees, CFA, Senior Fund Manager of Global and International Select Strategies, provides a perspective into year-to-date performance, analysis of the current market environment and a deep dive look into the top-down scorecard
Disclaimer
The views expressed are those of the portfolio managers as of October 2022 are subject to change, and may differ from the views of other portfolio managers or the firm as a whole. These opinions are not intended to be a forecast of future events, a guarantee of future results, or investment advice.
The fund has started tiptoeing slowly into new “neighborhoods” where we see positive relative fundamentals and valuations, plus stabilizing relative share price trends.
"Beware good houses in bad neighborhoods..."
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