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RSQ Team

Recent Posts

2017 Fund Flows: Passive Trumps Active (Even in International Equity)

2017 was the year of massive inflows into passive funds, according to Morningstar’s annual fund flow report, which covers mutual funds and ETFs. The report highlights that a total $692 billion flowed into passive funds, led by U.S. equity and international equity funds. Conversely, almost $7 billion flowed out of actively managed funds, which was far less than outflows in the previous two years. That’s a pretty significant trouncing by passive in the annual fund flow race.

Posted by RSQ Team on Feb 7, 2018 4:50:56 PM

Topics: International Equity

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Top 10 Things to be Thankful for in International Markets

Sometimes, it’s easy to get caught up in the risks and “what if’s” of international equity. With so many factors to keep an eye on, it’s just human nature to get a little pessimistic when the tides turn in a way that makes you fear for your portfolio.

At R Squared Capital Management, though, there were a lot of things that made us smile this year. As we approach the Thanksgiving holiday, here are the top things a few of our analysts are thankful for and believe influenced the markets in a positive way in 2017.

Posted by RSQ Team on Nov 20, 2017 5:12:22 PM

Topics: International Equity

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RIAs Make the Case for International Equity (We Agree)

We spent some time exploring what the rest of the online world says about the International markets, and we came across not one, but two articles written by RIAs whose favorable outlook on international equity was in line with what we’ve been saying recently as well. Here is a snippet of their observations:

Posted by RSQ Team on Sep 14, 2017 10:33:08 PM

Topics: Commentary, International Equity

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Meet the Team | Harry Polishook: Partner & Analyst

At R Squared Capital Management (RSQ), our asset management firm specializes in international equity. Our team is brimming with top talent with years of investment experience that traces back to 1995 and their tenure at Julius Baer Investment Management and Artio Global.

Posted by RSQ Team on Sep 8, 2017 11:32:55 AM

Topics: Meet the Team, From the Desk of Richard Pell

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Watch out, Reebok: Nike wants a piece of the CrossFit sportswear market too

As we enter the season of the New Year’s resolution, perhaps a CrossFit workout made your 2017 goals. If so, you have WODs and burpees on your mind. Here at R Squared Capital Management (former team at Julius Baer / Artio Global), our international equity team has CrossFit on our minds as well – for different reasons. There is no doubt a tailwind around CrossFit, but which sportswear companies will benefit? We share our market insights below.

Posted by RSQ Team on Jan 3, 2017 10:24:17 AM

Topics: Consumer Discretionary

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Market Insights on Chinese Railway Contractors

We recently posted about a tailwind in Japanese megabanks and this week we focus on another tailwind the team at R Squared Capital Management (former team at Julius Baer / Artio Global) has identified, Chinese Railway Contractors. As international equity investors, R Squared utilizes fundamental and macro analysis to identify structural tailwinds and headwinds at the geographic, sector and company levels. The Chinese government is prioritizing railway investment, and we think Chinese Railway Contractors should benefit from this tailwind.

Posted by RSQ Team on Dec 8, 2016 8:44:37 AM

Topics: Chinese Railway Contractors, Commentary, From the Desk of RSQ Team

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Defense Spending: Opportunity for International Equity Investors?

As international equity investors, the team at R Squared Capital Management (former team at Julius Baer / Artio Global) seeks to identify multi-year structural tailwinds and to avoid structural headwinds. Macro analysis has been a component of our investment process, alongside fundamental stock research, for over 20 years. We recently shared our market insights on Healthcare & Financials. Now we turn our attention to Industrials as we look at Aerospace, Defense and Security where we are seeing interesting opportunities in Defense & Security companies.

Posted by RSQ Team on Oct 12, 2016 10:48:03 AM

Topics: From the Desk of RSQ Team

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Going for the Gold

With the conclusion of the 2016 Rio Olympic Games (and the US taking home 46 gold medals), we thought another blog on our gold tailwind would be timely.

Posted by RSQ Team on Aug 23, 2016 10:46:19 AM

Topics: Theme Spotlight

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