Core Insights - 2025 experienced record inflows into international ETFs, indicating a strong interest from investors in this asset class [1] Group 1: Investment Trends - The dollar weakness observed in 2025 may present opportunities for investors focusing on international ETFs [1] - The article emphasizes the importance of rational decision-making and downside protection in investment strategies [1] Group 2: Investment Philosophy - The investment philosophy highlighted is centered on long-term value investing, independent thinking, and a disciplined approach to portfolio management [1] - The analysis aims to provide clear, research-based insights into valuation, fundamentals, and risk, supporting informed investment decisions [1]