Welcome
I've Been Thinking...
International Equities
The Needed Process
Avoid Market Cap Weights
Arnott's Findings
The Study
Strong Results
Sub Period Performance
Performance vs MSCI Index
Key Drivers
Change The Bet
Equalised Bets
Performance vs MSCI Index (bets)
What The Portfolios Look Like
How Often Do I Rebalance?
Implementation
Summary
Thank You
