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Leading fund manager Mark Costa operates in one of the toughest parts of global markets: the foreign small- and mid-cap value category. In the past decade, his Brandes International Small Cap Value Fund (BISAX) has outperformed 91% of its peers despite logging a modest 4.8% annual return in that span. Of the 11 years that Costa has co-managed the fund, 2023 is shaping up to be one of the best. His foreign-focused small-cap value fund is up 25.3% year-to-date compared to 6% for its index, which puts it in the top 3% of its category, according to Morningstar. The best opportunities Costa sees in Japan are in its regional banking and healthcare industries.
Persons: Mark Costa, he's, Brandes, Costa, Morningstar, Costa wasn't, we've, Yue Yuen, We've, they've Organizations: Costa, Value, PAX, Companies, Royce, C Locations: China, it's, Hong Kong, Indonesia, People's Republic, Europe, Japan, United Kingdom
Portfolio manager Mark Costa, who runs the Brandes International Small Cap Value Fund (BISAX) alongside three of his colleagues, is among the top investors so far this year. The outstanding run for Costa's fund this year follows a difficult 2022 for international stocks, in which the fund fell by 8.7% but still managed to crush its index, which lost 18.4%. "Over the long run, we can generate very strong risk-adjusted returns because of the quality of the businesses," Costa said. 7 top international stocks to buy nowCosta said that right now he's finding strong opportunities in the aerospace and defense, banking, consumer staples, and healthcare industries. After providing an overview of his investing strategy, Costa shared seven of his favorite stocks to buy and hold right now.
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