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@Ted, sounds good. I've started to look at international small cap more and more for an allocation. I'm trying to get ahead of the curve on these strategies because of the capacity constrained nature of the market segment. It is tough because you wa…
@catch22, I fully agree. International small cap is definitely a neglected area for the equity portfolios of many investors, which is why, IMO, the segment remains inefficient.
International small cap is just easy pickings right now; the most inefficient market segment there is these days with maybe the exception of emerging markets small cap. Just about every manager in the market segment is outperforming by a wide margin…
Appreciate your thoughts @mcmarasco. I too am a big fan of FMIJX. Very sharp committee at FMI that has had success investing over the long-term, domestically. Given the investment approach the firm takes, I believe transitioning over to the internat…
I like the way you think LLJB. I'm a young (mid-20s) investor and obviously have a long way to go until retirement so I am investing with a long-long-term investment horizon, something I think many investors struggle to do... For this reason, I defi…
@mcmarasco, I get where you're coming from. Any thoughts on an ideal number of equity funds? I personally have 7 and I'm pretty comfortable with them (2 Global, 1 EM, 1 FM, 1 Int'l SC, 1 Int'l and 1 Domestic L/S). I don't want to be a victim of over…
Thanks for your thoughts @LLJB. I too am a big believer in the market segment. Huge growth potential with an emerging middle class and starting from a low base. I really do consider them, as others do, as the "emerging emerging markets." It'll be in…
I'd agree that FMIJX is a solid choice. Very sharp investment staff there that invest in companies experiencing temporary difficulties. Must take a longer-term investment approach with FMI, though.
