top of page

hgp5 copy.jpg

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

Tariffs, Taxes & Turmoil

Market Outlook: 4Q 2024

Last year we witnessed unprecedented levels of political turmoil, and there were many reasons why this was the case. 2024 was a year in which there were elections in sixty countries. Voters all over the world turned out incumbents time and again. The incoming American president has proposed a 60% tariff on US imports from China. The People’s Republic did not help their case at all as they recently announced that their trade surplus reached almost $1 trillion in 2024. However, the president-elect has also proposed tariffs on America’s allies in Europe. He has even proposed tariffs of 25% on America’s neighbors: Canada and Mexico. The evolving and unpredictable nature of America’s trade policy was a significant source of uncertainty for businesses and investors during Trump’s prior presidency. Apparently, it will be so again...

Investment Insights

Is This the Beginning of a MEGA Trend?

Investment Insights: Mar2025

After more than a decade of dominance, the US equity market has had a softer start this year. International equities are up in the first quarter while US equities have lagged. Meanwhile, European equity markets as defined by the MSCI developed markets European index, have been pulling ahead with countries like Germany and Spain rising by more than 15%, thus placing these markets among the best performers year-to-date in 2025. The marked divergence in performance thus far this year has resulted in European markets catching up with the US on a rolling one-year basis. This begs the question of whether European equities can continue to outperform. We are inclined to believe that European outperformance can be sustained this time around, and that we might just be at the beginning of a longer-term reversal which will result in European markets maintaining their lead over the US for some time...

bottom of page