The Sept. 9 issue of Business Week featured the magazine's yearly report on global investing, and to discuss how to spot the best opportunities outside the U.S., the Sept. 8 online guest was John D. Boich, managing director of Montgomery Asset Management, responsible for global equity research and international portfolio management. He was on stage with William Glasgall, senior writer for BW who edited the global investing report.
Here's a sample from the transcript:
JackBW: How about this question?
Question: Are small-cap stocks an attractive proposition for an investor in
foreign shares?
Jdbhome: Yes. International small-cap investing offers a great opportunity to "style diversify" your international portfolio. That is good for risk control. In addition, there are some great stock opportunities to add value in the international small-cap universe. At Montgomery we manage a fund that focuses exclusively on international companies with market capitalizations of less than $1 billion, the Montgomery International Small Cap Fund.
