Welcome
Global Equity Investing Reassessed
Agenda
The Fundamental Law of Active Management
Benchmark
Whats Wrong With It?
Avoiding Bubbles
Some US Stats
Average VS Benchmark
What Are The Options?
The Benefits
Broadening The Universe
Broadening The Universe
Where Should We Look?
Start Where The Returns Are Easy
Value Of US Stock Market
US Stock Market
Strategy
Putting The Pieces Together
Why Global Active Value
Global Active Value Performance
Fit Within An Invester Portfolio
Conclusion
Disclaimer
Thank You
