International Equities & Emerging Markets: Due Diligence Report
In a recent webinar with Citywire, portfolio manager Krishna Mohanraj, CFA, discusses opportunities in global markets driven by structural change, resilient business models and discounted valuations.
As of 31 May 2025, SJF owned shares of Novartis AG, Roche Holdings AG, Samsung Electronics Co. Ltd. and Taiwan Semiconductor Manufacturing Co. Ltd.
EPFR fund flow data refers to information provided by Emerging Portfolio Fund Research that tracks the movement of money into and out of investment funds, such as mutual funds and exchange-traded funds (ETFs), across global markets.
MSCI EAFE Index measures the performance of large- and mid-cap stocks across 21 developed markets, excluding the US and Canada.
MSCI Europe Index measures the performance of large- and mid-cap stocks across 15 Developed Markets (DM) countries in Europe.
S&P 500 measures the performance of 500 large companies in the US.
The views expressed are those of the speakers as of May 2025 and are subject to change without notice. These opinions are not intended to be a forecast of future events, a guarantee of future results or investment advice. Investing involves risk, including the possible loss of principal. Past performance is not a guarantee of future results.