9min chapter

Excess Returns  cover image

A $33 Billion Value Manager Who Has Actually Outperformed | Scott McBride

Excess Returns

CHAPTER

Balancing U.S. and International Stocks

This chapter analyzes the performance of U.S. stocks in contrast to international stocks, suggesting that the latter may offer better value. It highlights the critical role of governance and management alignment in investment decisions, particularly in Europe and the UK.

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