WEALTHTRACK Investment Opportunities Abound for 5-Star Portfolio Manager Mark Yockey
Oct 3, 2025
Mark Yockey, founding partner of Artisan Partners Global Equity Team, shares his insights on the booming international investment landscape. He highlights how improved corporate management overseas has expanded opportunities, contrasting it with the shrinking number of U.S. companies. Yockey discusses the impact of technology on research, the caution needed with private equity, and the importance of investing in quality firms. He emphasizes finding success through contrarian bets, like investing in Greek banks, and recommends National Grid for energy transition exposure.
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Global Companies Improved Management
- European and Asian companies are much better managed now and focus on profitability.
- Global competition for capital forced them to become more performance-driven and outward-looking.
More Overseas Stocks Are Public
- The opportunity set overseas has expanded dramatically as governments and families have taken companies public.
- New public growth stocks from Europe and Asia now provide many more investable ideas.
Be Curious And Look Global
- Read broadly and stay curious to invest internationally.
- Keep your head up like a basketball player and broaden your vision beyond your home market.