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Junto
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Alternative to those that have benefited from investing in US companies from Europe, I am looking at the value option and currency metrics from the other view. Use dollar strength to buy more Euro based assets that likely have more value options than what I am currently seeing in the US. If Euro gains strength over next several years, it also helps the investment.

 

This is a five to ten year trade move in my mind. Anyone else looking at it this way and making similar portfolio adjustments? Any particular managers that people are tracking? I know limited managers in Europe and don't have the time to become an expert on European securities in specific, so this is a macro investment, portfolio position strategy.

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