Where are Contrarian Investors Finding Great Businesses at Discounted Prices Today? China.
China has durable, world class, growing businesses being offered at single-digit multiples. Consider select opportunities at today’s levels, in expectation that regulatory issues will be resolved.Share Return to Video Archive
Prospectuses and Forms
More videos from Selected Funds
Where We See Opportunity, and the Fallacy of Growth vs Value
Areas we’re finding undervalued “Growth” companies and “Value” companies with durable, underappreciated earnings growth.Watch Now Watch Now
The Investment Landscape in the U.S., Europe and Emerging Markets
Despite COVID, enormous opportunities can be found in the US among both digital leaders and undervalued companies, European multinationals and consumer businesses across Asia. Rigorous research and selectivity are critical.Watch Now Watch Now