The case for foreign dividend stocks: Goldman Sachs fund manager

The fund has annualized returns of 24.42% for the last one year through Sept. 22, 10.22% for the last three years, 6.21% for the last five years, and 4.61% for the last 10 years, according to Morningstar.

Deladerrière shared his thoughts about investing generally and his fund specifically in a chat with Street.com.We have a concentrated portfolio: 35 to 40 stocks. That’s necessary to be meaningfully different from the benchmark and provide long-term value. We’re bottom-up investors. Resilience is important, as I mentioned. [Our portfolio has declined 8% less than the overall market during downturns.] We also seek continuous capital appreciation, not just today’s yield.What are some investment themes you find attractive now?One is listed infrastructure. Unlike in the U.S. a lot of infrastructure overseas is publicly-listed, it’s not government-owned. It includes toll roads, airports, and power generation.

ประเทศไทย ข่าวล่าสุด, ประเทศไทย หัวข้อข่าว

Similar News:คุณยังสามารถอ่านข่าวที่คล้ายกันนี้ซึ่งเรารวบรวมจากแหล่งข่าวอื่น ๆ ได้

AI to transform business workflows and productivity, Goldman Sachs CIO saysGoldman Sachs CIO Marco Argenti told FOX Business that companies are already expecting real gains and results from AI in terms of boosting productivity and transforming workflows.
แหล่ง: FoxBusiness - 🏆 458. / 53 อ่านเพิ่มเติม »

Hedge funds are boosting bets against U.S. stocks as selloff continues, Goldman Sachs saysHedge funds have been ramping up bets against U.S. stocks amid the worst streak of losses for the S&P 500 since the collapse of Silicon Valley Bank,...
แหล่ง: MarketWatch - 🏆 3. / 97 อ่านเพิ่มเติม »

Goldman Sachs gives its playbook for which stocks to buy and sell in this latest rate spikeThe latest rise in interest rates is causing a shift to short duration stocks, according to Goldman Sachs.
แหล่ง: CNBC - 🏆 12. / 72 อ่านเพิ่มเติม »