Junto Posted March 12, 2015 Share Posted March 12, 2015 Alternative to those that have benefited from investing in US companies from Europe, I am looking at the value option and currency metrics from the other view. Use dollar strength to buy more Euro based assets that likely have more value options than what I am currently seeing in the US. If Euro gains strength over next several years, it also helps the investment. This is a five to ten year trade move in my mind. Anyone else looking at it this way and making similar portfolio adjustments? Any particular managers that people are tracking? I know limited managers in Europe and don't have the time to become an expert on European securities in specific, so this is a macro investment, portfolio position strategy. Link to comment Share on other sites More sharing options...
Jurgis Posted March 12, 2015 Share Posted March 12, 2015 Yes, I do, but not very consciously and not very much so far. However, I buy Euro ( and Canadian ;) ) stocks, not funds. Link to comment Share on other sites More sharing options...
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