Opportunities in International Markets
With non-US equity valuations trading at attractive discounts to US stocks, investing overseas offers some compelling opportunities in today’s market. Hear from portfolio manager Krishna Mohanraj, CFA, as he discusses businesses that he believes are well positioned to grow over the long run.
As of 31 December 2022, Diamond Hill owned shares of Unilever plc, Nestlé SA, Nintendo Co. Ltd., Diageo plc, Fairfax Financial Holdings Ltd., Safran SA, Banco Bilbao Vizcaya Argentaria SA, HDFC Bank Ltd., Dino Polska SA, Exor N.V.
Margin of safety is a principle of investing in which an investor only purchases securities when their market price is significantly below their intrinsic value. In other words, when the market price of a security is significantly below your estimation of its intrinsic value, the difference is the margin of safety.
The views expressed are those of the speakers as of December 2022 and are subject to change without notice. These opinions are not intended to be a forecast of future events, a guarantee of future results or investment advice. Investing involves risk, including the possible loss of principal.