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Overseas markets and stocks are staging a comeback after nearly 20 years of trailing their U.S. counterparts. Artisan International Fund’s award-winning Mark Yockey is finding undervalued growth stocks with plenty of room to run.
International small- and mid-cap stocks offer much higher profitability, income, and business clout than U.S. SMIDs, yet they are underowned by American investors. Invesco’s David Nadel is on a mission to change that.
@bee: Take a look at FISMX. Similar country allocations to VINEX. Better 5-year performance and about the same 3-year performance. VINEX has better performance over the past 3-years.
While the number of publicly traded companies in the U.S. is shrinking, the opposite is happening overseas. Artisan International Fund’s award-winning portfolio manager, Mark Yockey, is finding more opportunities than ever in expanding foreign markets.
The AI investment boom is dominating the market. Baron Opportunity Fund’s high-performing manager, Michael Lippert, assesses what’s real, what’s not, and which companies stand to benefit the most.
David Gardner’s new book, “Rule Breaker Investing,” is this generation’s version of Peter Lynch’s classic “One Up on Wall Street.” The Motley Fool co-founder shares his six traits of market-beating rule breaker stocks.
He might very well be correct, if making money is the only consideration. This conversation is value-free, as in ethics-free. There's nothing in the world that could convince me to own the stocks he mentions, like Palantir.
" Mona September 27 Flag @bee: Take a look at FISMX. Similar country allocations to VINEX. Better 5-year performance and about the same 3-year performance. VINEX has better performance over the past 3-years.
Anyone taking a buy approach of the three funds mentioned? I may take a second look after RMD. Thanks for this comment @Mona & @bee
There have been a number of manager changes at Vanguard International Explorer (VINEX). Schroder Investment Management was the sole manager when Vanguard acquired the fund in June 2002. AUM grew quickly and the fund was forced to close two years later before reopening in October 2008. It seemed like the fund would close in 2010 but Wellington Management was added as a sub-adviser instead. AUM exceeded $3.5 billion in late 2017 — breaching the previous asset high-water mark — and Vanguard added TimesSquare Capital Management as the third sub-adviser. Baillie Gifford was added as the fourth sub-adviser three years later. Vanguard fired TimesSquare in 2022 after only five years on the job. Baillie Gifford was fired in March 2025 after approximately five years. VINEX now has two sub-advisors — Wellington Management with 60% of the portfolio and Schroder Investment Management with 40% of the portfolio.
Comments
Part 2
Anyone have other fund/etf choices for this area?
Here are a few low ER options:
VINEX
SFILX
FSISX
Part 2
Mona
September 27 Flag
@bee: Take a look at FISMX. Similar country allocations to VINEX. Better 5-year performance and about the same 3-year performance. VINEX has better performance over the past 3-years.
Anyone taking a buy approach of the three funds mentioned?
I may take a second look after RMD.
Thanks for this comment @Mona & @bee
gardner's wizardry' is basically high correlation to momemtum, which has\having a great run regardless.
Schroder Investment Management was the sole manager when Vanguard acquired the fund in June 2002.
AUM grew quickly and the fund was forced to close two years later before reopening in October 2008.
It seemed like the fund would close in 2010 but Wellington Management was added as a sub-adviser instead.
AUM exceeded $3.5 billion in late 2017 — breaching the previous asset high-water mark —
and Vanguard added TimesSquare Capital Management as the third sub-adviser.
Baillie Gifford was added as the fourth sub-adviser three years later.
Vanguard fired TimesSquare in 2022 after only five years on the job.
Baillie Gifford was fired in March 2025 after approximately five years.
VINEX now has two sub-advisors — Wellington Management with 60% of the portfolio
and Schroder Investment Management with 40% of the portfolio.
https://www.independentvanguardadviser.com/iva-quick-take-vanguard-reshuffles-international-explorer-again/
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