White Oaks, as part of its regular asset allocation decision making, considered the various valuations in the non-US public equity/stock market. Alex Duty, CFA White Oaks Investment Analyst, explains the process and resulting decisions made to intelligently allocate in our client’s global asset allocation models. Alex also presented our analysis on the US markets in a previous video entitled: Small and Value Expected Returns. Asset allocation is the high-probability path for a successful investment strategy.

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