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Trend Change For Emerging Markets, Or Just Another Head-Fake?
Seeking Alpha· 2025-09-18 14:11
For what feels like forever, I've been waiting for a sign that Ex-US equities might begin to outperform. The valuation differences between domestic and international equities, has been so significant that I've entered positions despite the lackMy experience stems from the hedge fund industry beginning in the mid-90's, working as a Portfolio Manager, Domestic Equity Analyst and Trader. I was the Portfolio Manager of a domestic Long/Short Equity product with gross assets that peaked over 1 Billion dollars. I ...