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TIP532: Insights From A Reclusive Investment Firm w/ Graeme Forster
We Study Billionaires - The Investor’s Podcast Network
Is There Any Return Outside of the US?
I'm kind of curious because I'm so myopic on the US as I live here, and I just focus on this market. But at Orbis, really where you guys shine are these international global and emerging strategies. So you're looking all over the world. We try to be very, very bottom up. And that's critical. You look at, we launched a charge of pound strategy in 1998. The topics has done 3% a year in yen. In dollars, it will be even lower since that point. It's been awful. As an index investor outside of the US, where these big caps have drove the indexes high. What edge could you possibly have?
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