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International Equity Management, Local Market Insight

Our Story

Haven Global Partners (HGP) is an SEC-registered, boutique asset management firm that specializes in investing in international equities. The investment team at HGP has worked together since 2014 and in the global markets for more than three decades. The genesis of HGP was driven by the team’s desire to collectively employ their knowledge and experience in the pursuit of two goals...

Insights

Our portfolio managers develop Investment Insights features and a quarterly Market Outlook which provide a view into our thoughts on global markets. View our most recent Insights below, visit our Insights page to view more Insights, or subscribe to receive new Insights to your email.

Market Outlook

2023: It's Been a Wild Ride, But Where to From Here?

Market Outlook: 4Q 2023

One year ago, market participants were anticipating a recession. Inflation had reared its ugly head after several decades of dormancy and caused the world’s most important Central Bank (the Federal Reserve and the European Central Bank) to raise policy rates dramatically. Higher rates had driven down stock prices the world over in anticipation of the economic slowdown they were meant to bring about. In the end, not only did the recession not materialize but stocks reversed course from 2022 and rallied, spectacularly! But how? Why?...

Investment Insights

Creating Value from "Corporate Value-Up"

Investment Insights: March 2024

The reforms taken by the Japanese government, discussed in our November 2023 issue, seem to be working as the Japanese equity market has decoupled from the other international markets in the last year, besting most of the markets outside of the United States. The outperformance of Japanese equities has not gone unnoticed. South Korea’s Financial Services Commission (FSC) just announced a similar plan to the one in Japan called “Corporate Value-up Program”. In this report, we analyze some of the underlying idiosyncrasies of the Korean market and conclude that the Value-Up Program will take time to be impactful.

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