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Strategies & Market Trends : Value Investing
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To: Graham Osborn who wrote (55396)6/3/2015 4:05:37 AM
From: MNTNH  Read Replies (1) of 78747
 
Hi Graham, do you mean Chinese companies only or anything/ other parameters?

My 1 cents worth is that US is fairly pricey at the moment, and all of my current 5 holdings are outside of US, specifically in Asia. However I am in the midst of looking at a couple of US listed companies and all small-mid caps.

My approach is more on the concentrated side. I dont discriminate securities other than by their risk and return profiles. Besides, things are always much more correlated than it seems on the surface, as arbitrageurs would have learnt over the years.
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