Advisory Research Managing Director Jon Brodsky says now is a good time for U.S. investors to start investing in overseas markets.

SHOWS: NEW YORK, USA (JANUARY 30, 2015) (REUTERS - ACCESS ALL)

1. ADVISORY RESEARCH, MANAGING DIRECTOR, JON BRODSKY, SAYING:

JOURNALIST ASKING JON BRODSKY: 'It's such an interesting time for your business. You are in the international markets, so how has the way you view things potentially changed given what's been happening with the dollar and the huge run-up we've seen in the greenback?'

BRODSKY: 'Yeah, so over the last six to nine months the U.S. dollar has appreciated by almost 15 percent versus a basket of foreign currencies. In the short run that has been a negative for the fund because the assets are invested in overseas securities which are denominated in a foreign currency. Over the long term we think this is a very interesting opportunity for a number of reasons. First off most of our companies are operating overseas, many of them sell into the U.S. market. So with a declining currency this gives them an advantage. In addition, because investors have been somewhat concerned about the movement of the dollar as well as what's been happening from a GDP perspective around the world a lot of assets have migrated more towards the U.S. than the international markets creating a very interesting opportunity from a valuation perspective. Just to give you an idea on how far it has gone, the global benchmark NSEI global is now almost 60 percent U.S. stocks. That is usually a signal that it might be an interesting opportunity to start investing in the overseas markets.'