Value Investor Conference and Quality-Growth Investor Conference reposted this
For Kopernik, volatility presents opportunity. Our CIO and Lead Portfolio Manager David B. Iben, CFA spoke to Institutional Investor on why people should not be quick to rush back into most U.S. stocks. Dave highlights that the U.S. still remains expensive compared to Japan, Europe, South Korea, Brazil. Fundamentals-based investors can find exceptional companies that are inexpensive on multiple metrics, trading below the level we saw in 2007. Read the full article here: https://lnkd.in/eHWFvyVx #valueinvesting #emergingmarkets #tariffs
