Simon Davis Co-Head of Equities

Funds managed

Fact sheet Annual Semi-annual
Europe Equity Fund
International Equity Fund

Blog posts

Are international stocks truly cheap?

4/18/2018

On the surface, U.S. stocks appear more expensive than international stocks, but a quantitative comparison reveals the impact of sector valuations.


Just how cheap are European equities?

11/15/2017

Our analysis finds that industry group weightings play a significant role in valuation discrepancies between U.S. and European equities.


Proceeding toward Brexit: The risks for investors

8/12/2016

With the United Kingdom beginning to move forward with Brexit, we see risks to the economy, the pound, and the markets.