International Value Panel: Charles de Vaulx, Katrina Dudley, And More – 2019 Ben Graham Conference

Notes from the International Value Panel featuring International Value Advisor’s Charles de Vaulx, Franklin Mutual Advisor’s Katrina Dudley, Radin Capital Partners’ Brad Radin, and Tweedy, Browne’s Thomas H. Shrager from the 2019 Ben Graham VI Annual Conference, which took place on Wednesday, June 19. See the full notes here. Q2 hedge fund letters, conference, scoops etc International Value Panel Charles de Vaulx CIO/Portfolio Manager, International Value Advisor Try to beat benchmark over full economic cycle No business cycle in past 10 years High yield bonds – bought some offshore FX hedging S&P majority earnings are outside US, will always be…