Non-U.S. Companies Will Not Leave you Dazed & Confused Attitudes Towards Capitalism

Investing in the Face of Political Uncertainty

We’re not afraid of political risks, which we generally think are exaggerated. We invested in Thailand after the coup. We’re investing in Turkey in the face of political uncertainty. It’s not a big component of what we do, but there are always small pockets of mispriced risk and political uncertainty can create very nice bargains.