Update on the VPI Global Equity Pool
In this months speaker series, Steve Norton points out that
most global pools have a heavily weighted U.S. component in contrast to the VPI
Global Equity Pool currently holding no U.S. companies. Darren, Portfolio Manager of
VPI Global Equity Pool, emphasizes the importance of moving beyond North
America and investing in high growth regions. The United States doesn’t always dominate the global equity market. When U.S. stocks are facing
headwinds, international stocks may rise to the occasion. The VPI
Global Equity Pool only invests in industry leading companies in regions
meeting an investment grade sovereign credit rating. With valuations in
international markets being substantially discounted to what we are seeing in North America, we believe it is time to go global.
Watch the highlight version and or full video below:
Highlights Video
Full Video