Valuation Mean - Reversion
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DTH: A Better International Dividend Strategy Following The 2025 Hype
Seeking Alpha· 2026-02-07 14:00
Core Insights - International value stocks experienced exceptional performance in 2025 due to low valuations and weak USD performance, leading to a mean-reversion in valuations [1] - Dividend income strategies were also effective during this period, contributing positively to investment returns [1] Summary by Category Performance - The combination of low valuation and weak USD performance resulted in a significant mean-reversion in valuations for international value stocks in 2025 [1] Investment Strategies - Dividend income strategies proved to be beneficial, enhancing overall investment returns during the year [1]