Quote Alpha2017-09-13T16:53:49-07:00

David Winters

It has become increasingly clear to me that the best opportunities in coming years are going to be outside the U.S. That wasn’t the case when I started out, when buying a stock in Canada seemed awfully unusual to people. Over the past five years we’ve more than doubled our international exposure, to the point where 65to 70 percent of our portfolio on a look-through basis is invested outside the U.S. Companies able to tap into growing affluence and people’s innate desire to improve what they eat, what they wear and how they live will have decided advantages over those focused on mature economies like the U.S. and Europe, where deleveraging will take a long time to work out.

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