Global Opportunities Beyond the Radar

8.1% Yield with Upside: An Overlooked Industry?

 

Don’t call me lucky. I have failed more times than you’ve tried.’

Following the Trump inauguration, John and I were discussing our investment strategy.

Europe — where companies sit at value, versus the US — where opportunity is being unleashed.

John mentioned the above memorable quote from a European fund manager. He was explaining why American companies and markets have grown much faster than in Europe. Americans try.

The quote resonated with me. It defines my time in business and investing. You won’t get far without trying, even from the smallest base.

This brings me to an industry and asset class we’ve not looked at before…

 

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