“The world is a book and those who do not travel read only one page” – Saint Augustine
At Canal Capital, we echo the sentiment of Saint Augustine, not only in life but also in investing. Those investors that take a myopic approach and only invest in the US, are reading but only one page in the book of investment opportunities. Yes, the US Market has led the charge for the last 8 years and investors have been hurt by diversifying, but a shift is beginning to happen and it is our belief that those investors willing to read past the first page and go global, will be rewarded moving forward.