Trend Change For Emerging Markets, Or Just Another Head-Fake?

Group 1 - The article discusses the anticipation for Ex-US equities to begin outperforming due to significant valuation differences compared to domestic equities [1] - The author has a background in the hedge fund industry, with experience as a Portfolio Manager and Domestic Equity Analyst, managing a Long/Short Equity product with gross assets exceeding 1 billion dollars [1] - The investment philosophy includes fundamental, bottoms-up value investing for long positions and catalyst-oriented short investing, complemented by technical analysis for risk management [1] Group 2 - The author expresses a beneficial long position in the shares of EDIV and DFIV through various investment vehicles [2] - The article is written independently, reflecting the author's personal opinions without external compensation [2] - There is a disclaimer regarding the lack of guarantee that past performance will predict future results, emphasizing that no specific investment advice is provided [3]