Monday, February 28, 2011
Thursday, February 17, 2011
Howard Marks Presentation to UCLA Student Investment Fund
Tuesday, February 8, 2011
By Lance Helfert
The reason is that many companies in the S&P 500 generate a substantial amount of revenue outside the U.S. According to Standard and Poor’s, of the 250 S&P 500 companies that report detailed information on foreign income, 47% of sales were generated outside the U.S. in 2009. This represents a 7% increase from 2006 with growth primarily coming from Asia. Accordingly, most investors have significantly more international exposure than they are aware of. In fact, the S&P 500 is positioned well to benefit from a major international secular trend that is likely to accelerate in the coming decade.