International Equity Management,
Local Market Insight
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 Haven Global Partners was driven by the team’s desire to collectively employ their knowledge and experience in the pursuit of two goals...
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.
And the Winner is...
Market Outlook: 4Q 2022
Why Intl Equities Could Outperform
Investment Insights: January 2023
The past decade was marked by the dominance of US mega cap stocks with the S&P500 rising more than 360% by the end of 2021. However, going into 2023, we have seen a reversal, with the MSCI World ex US index performing better. Could this outperformance hold up in 2023 and could international Developed Market equities close some of the long-term performance gap...