IQDF: Recent Dividends Are Impressive But Not Enough

Core Insights - 2025 has seen a significant recovery for international stocks, with the MSCI All Country World Index ex US (ACWX) increasing by nearly 24% since January 1 [1] Group 1: Market Performance - The MSCI All Country World Index ex US (ACWX) has improved notably, contrasting with its previous performance [1] Group 2: Investment Philosophy - The financial markets are believed to be efficient, with most stocks reflecting their true current value [1] - Profitable opportunities are often found in stocks that are less followed by average investors or those that do not accurately represent existing market opportunities [1]