# Altrinsic

> Discover Altrinsic’s global, unconstrained, and institutional value investing opportunities, built to deliver risk\-adjusted returns\.

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## Pages
- [Home](https://www.altrinsic.com/)
- [Terms of Use](https://www.altrinsic.com/terms-of-use/)
- [Culture](https://www.altrinsic.com/culture/)
- [Connect](http://www.altrinsic.com/connect/)
- [Diversity, Equity, and Inclusion \(“DEI”\) Policy](http://www.altrinsic.com/dei-policy/)

## Strategies
- [Emerging Markets Opportunities](https://www.altrinsic.com/strategies/emerging-markets-opportunities/)
- [Global Concentrated Equity](https://www.altrinsic.com/strategies/global-concentrated-equity/)
- [Global Equity](https://www.altrinsic.com/strategies/global-equity/)
- [International Equity ADR](http://www.altrinsic.com/strategies/international-equity-adr/)
- [International ACWI ex\. US Equity](http://www.altrinsic.com/strategies/international-acwi-ex-us-equity/)

## Perspectives
- [Notes From the Road: China \- Shaking the World, Quietly](http://www.altrinsic.com/perspectives/notes-from-the-road-china-shaking-the-world-quietly/): The China narrative across the consumer landscape, EVs, robotics, and AI infrastructure is more nuanced than headlines might suggest\. Tech is not a separate sector story but rather the operating system reshaping behaviors, efficiency, and returns\.
- [Global Equity Commentary \| 2Q 2026](https://www.altrinsic.com/perspectives/global-equity-commentary-2q-2026/): AI is the most transformative technology seen in generations, with excitement surpassing that surrounding the internet, autos, electricity, and railroads\. However, we believe the AI story has crowded out a broad set of companies trading at meaningful discounts to both the market and their own fair value – and it is here that we find the most compelling risk\-reward\.
- [International Equity Commentary \| 2Q 2026](http://www.altrinsic.com/perspectives/international-equity-commentary-2q-2026/): AI is the most transformative technology seen in generations, with excitement surpassing that surrounding the internet, autos, electricity, and railroads\. However, we believe the AI story has crowded out a broad set of companies trading at meaningful discounts to both the market and their own fair value – and it is here that we find the most compelling risk\-reward\.
- [Emerging Markets Opportunities Commentary \| 2Q 2026](http://www.altrinsic.com/perspectives/emerging-markets-opportunities-commentary-2q-2026/): This quarter, roughly 90% of the MSCI EM Index’s returns came from semiconductors and tech hardware, and nearly 70% came from just three stocks\. During exceptional periods like this, our objective is to find investments that can compound quietly through many cycles rather than be driven by short\-term enthusiasm\.
- [Cross\-Asset Performance Review \| 2Q 2026](https://www.altrinsic.com/perspectives/cross-asset-performance-review-2q-2026/): This is a cross\-asset performance review in which we distill the key developments of the quarter, followed by substantiating charts and tables\.

## Team Members
- [Thomas Schiller](https://www.altrinsic.com/team/thomas-schiller/)
- [River He, CFA](https://www.altrinsic.com/team/river-he-cfa/)
- [Robert Silgardo, CFA](https://www.altrinsic.com/team/robert-silgardo-cfa/)
- [Robert Job, CFA](https://www.altrinsic.com/team/robert-job-cfa/)
- [Elizabeth Holcomb](https://www.altrinsic.com/team/elizabeth-holcomb/)

## Strategy Types
- [International Equity](https://www.altrinsic.com/strategy-type/international-equity/)
- [Global Equity](https://www.altrinsic.com/strategy-type/global-equity/)
- [Emerging Markets](https://www.altrinsic.com/strategy-type/emerging-markets/)

## Strategy
- [International Equity](https://www.altrinsic.com/perspective_strategy/international-equity/)
- [Global Equity](https://www.altrinsic.com/perspective_strategy/global-equity/)
- [Emerging Market Opportunities](https://www.altrinsic.com/perspective_strategy/emerging-market-opportunities/)

## Category
- [Insights](https://www.altrinsic.com/perspective_category/insights/)
- [Notes from the Road](https://www.altrinsic.com/perspective_category/notes-from-the-road/)
- [Quarterly Letter](https://www.altrinsic.com/perspective_category/quarterly-letter/)
- [Videos](https://www.altrinsic.com/perspective_category/videos/)
- [LinkedIn](https://www.altrinsic.com/perspective_category/linkedin/)

## Author
- [John Hock](https://www.altrinsic.com/perspective_author/john-hock/)
- [John DeVita](https://www.altrinsic.com/perspective_author/john-devita/)
- [Rich McCormick](https://www.altrinsic.com/perspective_author/rich-mccormick/)
- [Alice Popescu](https://www.altrinsic.com/perspective_author/alice-popescu/)
- [Elijah Crago](https://www.altrinsic.com/perspective_author/elijah-crago/)

## Department
- [Infrastructure](https://www.altrinsic.com/team_category/infrastructure/)
- [Investments](https://www.altrinsic.com/team_category/investments/)
- [Legal \& Compliance](https://www.altrinsic.com/team_category/legal-compliance/)
- [Strategic Relations](https://www.altrinsic.com/team_category/strategic-relations/)

## Optional
- [Sitemap index](http://www.altrinsic.com/sitemap_index.xml)