Avoiding Portfolio Isolationism: Global Investment Opportunities in Today’s Market – Davis Advisors – 10.25.17

Summary:

Now On Demand.

Consider this: 90% of the world’s listed stocks lie outside the U.S. and 75% of global GDP lies outside the U.S. Many of the most dynamic, well-managed businesses lie beyond U.S. borders, yet advisors are under-allocating to international equities. Capitalizing on developing trends happening in international equity markets is critical for successful investors. Join us for this in-depth discussion that will cover:

• Identifying great companies wherever they exist
• Building international portfolios for diversification
• 3 International themes driving investor returns and the companies capitalizing on them

Speakers:

Christopher C. Davis joined Davis Advisors in 1989. He has more than 28 years experience in investment management and securities research. He is a portfolio manager for the Davis Large Cap Value Portfolios and a member of the research team for other portfolios. Mr. Davis received his M.A. from the University of St. Andrews in Scotland.

Danton G. Goei is a portfolio manager for the Davis Large Cap, Global, and International Portfolios. He joined Davis in 1998.

The Davis Global Fund and Davis International Fund managed by Danton have outperformed their benchmark indexes 1, 3, 5, and 10 years and since inception and are rated 4-starts by Morningstar. Danton has a high degree of integrity and has a strong commitment to putting shareholders first.

Mr. Goei received his B.A. from Georgetown University and his M.B.A. from The Wharton School. He was previously employed at Bain & Company, Morgan Stanley Asia Ltd. and Citicorp

Mr. Goei speaks multiple languages and has lived in Europe, Asia and currently resides in New York City.