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Talk Your Book: International Growth Investing


Today’s Talk Your Book is brought to you by Polen Capital:

We are joined by Todd Morris, International Growth Portfolio Manager and Analyst for Polen Capital to discuss investing outside the US.

On today’s show, we discuss:

  • Why international markets have not kept pace with the US
  • Reasons for a valuation difference between the US and the rest of the world
  • How the Dollar affects international investing
  • Analyzing the business, not just the stock
  • Polen Capital sector exposures internationally
  • Quantitative and qualitative screens for international stocks
  • Understanding cultural differences when investing outside the US
  • Understanding position size in a concentrated portfolio
  • Thematic investing within international markets
  • Why there weren’t banking crises in other countries

Listen here:

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