International Equities Outperforming

Tony Coniaris, Oakmark’s co-CIO of international equities, discussed the significant role of international equities in portfolio diversification. He highlighted the growing performance gap between U.S. equities and international markets, suggesting that the conditions are favorable for continued international market outperformance.

Key Insights on Diversification

Coniaris emphasized that diversifying with international equities can enhance investment returns. He pointed out that many investors may be underweight in international markets, which could limit their overall portfolio growth potential.