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<p>Preface</p> <p>Acknowledgements</p> <p>About the Author</p> <p>About the Contributors</p> <p>Introduction [Typesetter: Intro to start on Arabic page]</p> <p>Part One. Building Wealth Through Business Ownership</p> <p>1. Own Good Businesses</p> <p>Part Two. The Global Investment Opportunity</p> <p>2. The Global Economy</p> <p>3. Global Trade</p> <p>4. Global Financial Markets</p> <p>Part Three. Risks of Investing Globally</p> <p>5. Market Cycle Risk</p> <p>6. Currency Risk</p> <p>7. Geopolitical Risk</p> <p>Part Four. Buying Global Businesses</p> <p>8. Company Analysis</p> <p>Part Five. Global Sector & Industry Primers</p> <p>9. Communication Services</p> <p>10. Consumer Discretionary</p> <p>11. Consumer Staples</p> <p>12. Energy</p> <p>13. Financials</p> <p>14. Healthcare</p> <p>15. Industrials</p> <p>16. Information Technology</p> <p>17. Materials</p> <p>18. Real Estate</p> <p>19. Utilities</p> <p>Part Six. Own the Best and Leave the Rest</p> <p>20. Portfolio Construction</p> <p>Conclusion</p> <p>Tools and Resources</p> <p> </p>

<P><B>DARRIN ERICKSON, MBA, CFA</B> is a portfolio manager at Value Partners Investments based in Winnipeg, Canada, which serves clients in Canada and the United States. Darrin has over two decades of experience managing Global, US, North American, Science and Technology and long/short equity mandates.

<P><B>PRAISE FOR GLOBAL INVESTING</B> <p>“A great primer to global investing! Very comprehensive and yet quite accessible.” <p><b>—CHRISTOPHER WIESE,</b> CFA, Managing Director, Credentialing, CFA Institute <p>“A must read for any investor, whether beginner or expert. The author turns an intimidating and complex topic into an understandable framework for any investor to confidently invest globally.” <p><b>—STEFAN COWELL,</b> CFA, CEO, Nova Scotia Health Employees’ Pension Plan <p>“I wish I had access to this splendid book at the start of my career. Darrin Erickson lays out the risk and opportunities of global investing in a clear, understandable, accessible way. It seems odd to say about a book on investing, but <i>Global Investing</i> is so well written it’s a clear page turner.” <p><b>— CARL BACON,</b> CIPM, Chief Adviser Confluence, Chair of CFA Institute’s Global Investment Standards Committee <p>“This worthwhile reference assumes little-to-no experience while offering observations that would take years to acquire. Exceptionally valuable is the list of metrics to track 91 industries across 11 sectors, while suggesting the appropriate valuation models for each industry.” <p><b>— WILLIAM H. SACKLEY,</b> Ph.D., CFA, CFP, Professor of Finance, University of North Carolina Wilmington <p>“Darrin’s book provides a wonderful survey of the global investment landscape and it provides a practical outline of the themes that should drive the investment decisions of any conscientious investor. Whether a novice investor starting out, or a seasoned investor looking to refresh or expand your knowledge, this book should serve as a useful guide for tackling the complex world of global investing.” <p><b>—MATTHEW FLYNN,</b> CEO and Managing Partner, LaurelCrest Partners <p>“<i>Global Investing</i> offers the reader a thorough review of financial markets, company and industry analysis, and the global investment opportunity set. Importantly, investment risks are discussed and evaluated in the context of portfolio construction. Darrin Erickson has drawn upon his extensive industry experience to provide an accessible yet comprehensive look at what it means to be an investor today.” <p><b>—GEETA M. KAPADIA,</b> CFA, Chief Investment Officer, Fordham University

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