#12 The Value Architect
Behind the Balance Sheet
Is Inflation a Thing of the Past?
How many stalks would you normally hold in your portfolio? An how many would be us? How many would be international? And oru pushed overseas. I think that was, as usual, more function of the opportunities that we've been seeing and where we're seeing value in markets. International today probably represents roughly forty % of the portfolio of a varequity portfolio. A lot of those names t happen to be in latin america.
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