Global Equity Investing By Alberto Vivanti & Perry Kaufman

Introduction to Global Equity Investing by Alberto Vivanti & Perry Kaufman

Equity markets no longer stop at national borders. Capital moves freely, corporations operate across continents, and investors can access opportunities from emerging economies to established blue-chip markets with a few clicks. Yet with this expanded opportunity comes a new layer of complexity—currency risk, regulatory regimes, differing accounting standards, and geopolitical volatility.

The “Global Equity Investing” course by Alberto Vivanti and Perry Kaufman is designed to equip investors and traders with the frameworks needed to navigate these challenges. Bringing together the complementary expertise of two seasoned professionals, the program shows participants how to evaluate, select, and manage equity positions across international markets with confidence and discipline.

About the Instructors

Alberto Vivanti has decades of experience analyzing international markets, managing diversified portfolios, and advising institutions on cross-border investment strategies. His perspective blends macroeconomic insight with hands-on portfolio construction, making complex global trends understandable to individual and professional investors alike.

Perry J. Kaufman is well known in the trading world for his work on quantitative methods and systematic strategies. Author of the classic text Trading Systems and Methods, Kaufman brings a data-driven, rules-based approach to risk management and performance measurement.

Together, Vivanti and Kaufman offer students both a top-down view of global equity markets and a bottom-up toolkit for building and executing strategies across them. This dual emphasis—strategic overview plus quantitative discipline—is what gives the course its distinctive value.

What the Course Sets Out to Do

Most investors are familiar with domestic equities. Fewer feel comfortable allocating across continents or using quantitative tools to compare risk and return internationally. This course addresses that gap by teaching participants how to:

• Identify the forces driving equity markets worldwide.

• Analyze international diversification and its effect on portfolio risk.

• Evaluate companies and indices in different regions using consistent metrics.

• Manage currency, political, and liquidity risks inherent in global investing.

• Apply systematic techniques to screening, timing, and rebalancing positions.

Rather than offering a single “magic” strategy, Vivanti and Kaufman focus on building a repeatable process—one that adapts to changing conditions while remaining grounded in sound principles.

Core Topics Typically Covered

While each cohort or edition of the course may vary, a comprehensive “Global Equity Investing” curriculum inspired by Vivanti and Kaufman usually includes:

1. The Global Investment Landscape
Trends in cross-border capital flows, the rise of emerging markets, and the impact of macroeconomic cycles on international equities.

2. Diversification Beyond Borders
How global diversification works in practice, including correlations between regions, sector exposures, and the limits of “free” diversification.

3. Evaluating International Companies and Indices
Using fundamental and quantitative metrics to compare firms across different accounting standards and market environments.

4. Currency and Geopolitical Risk Management
Techniques for handling FX exposure, hedging political risk, and understanding the role of sovereign factors in equity pricing.

5. Systematic Strategies for Global Equities
Screening and ranking models, momentum and mean-reversion techniques, risk-parity and volatility targeting, and how to back-test global strategies.

6. Portfolio Construction and Ongoing Management
Position sizing, rebalancing schedules, and monitoring performance across multiple markets and time zones.

7. Behavioral and Structural Considerations
Recognizing investor biases in international contexts and understanding how market microstructure differs by region.

Each module integrates case studies and data sets so learners can see the principles at work in real-world scenarios.

Why Global Equity Investing Matters Now

Globalization, technological change, and demographic shifts mean that sources of growth are increasingly dispersed. Some of the world’s most dynamic companies list outside the U.S. or Europe; entire industries may be under-represented in your home market. At the same time, crises in one region can ripple through others in unpredictable ways.

For investors, this environment presents both risks and opportunities. Understanding how to select, allocate, and manage equity exposure globally can improve risk-adjusted returns and open access to innovative sectors. A structured course led by Vivanti and Kaufman gives you the tools to approach these decisions with professionalism rather than guesswork.

Teaching Approach and Learning Experience

The course is designed to balance explanation with application. Depending on the format offered, students may receive:

• Video lectures and presentations that outline key concepts step by step.

• Data files and spreadsheets for hands-on analysis of international markets.

• Case studies and exercises drawn from current events to practice decision-making.

• Discussion forums or live sessions for asking questions and comparing insights with peers.

By combining macro analysis with quantitative practice, the program ensures that students don’t just learn theories but also how to implement them on their own platforms.

Who the Course Is For

Because it starts with foundational principles and moves to more advanced techniques, the program suits a wide spectrum of learners:

• Individual investors who want to diversify beyond domestic stocks but aren’t sure where to start.

• Financial professionals seeking to update their knowledge of international equity markets and quantitative methods.

• Traders and portfolio managers looking to add systematic global strategies to their toolkit.

• Students and academics interested in a practical supplement to traditional finance curricula.

No advanced math is required—just an interest in learning how global equity markets work and a willingness to engage with data-driven analysis.

Benefits of Learning from Vivanti & Kaufman

Several features distinguish this course from generic global investing materials:

• Combined Expertise – Strategic macro insight from Vivanti plus systematic, quantitative discipline from Kaufman.

• Integrated Approach – Fundamental, macroeconomic, and quantitative perspectives taught together rather than in silos.

• Actionable Tools – Models, checklists, and processes you can adapt to your own portfolio.

• Focus on Risk Management – Techniques for handling currency, liquidity, and geopolitical risks—areas where many investors stumble.

This combination helps participants develop both confidence and consistency in their international equity decisions.

Relevance in a Fast-Changing Market

The nature of global equity investing is evolving rapidly. Passive index funds have made broad exposure cheap, but active decisions—such as which countries to overweight, how to hedge currencies, or when to rebalance—still drive outcomes. Meanwhile, new data sources and analytics allow for more systematic approaches than ever before.

A course like “Global Equity Investing by Alberto Vivanti & Perry Kaufman” situates learners at this intersection of opportunity and complexity. By teaching timeless principles alongside modern tools, it equips them to thrive in the current environment and adapt as conditions change.

Beyond Investing: Transferable Skills

The skills you develop in this program—probability thinking, cross-cultural analysis, disciplined process design—apply well beyond portfolio management. They can improve decision-making in corporate finance, risk management, and even entrepreneurship, where global supply chains and markets are the norm.

Conclusion

The “Global Equity Investing” course by Alberto Vivanti and Perry Kaufman offers far more than a surface tour of foreign markets. It’s a comprehensive learning experience that shows participants how to evaluate opportunities, manage risks, and build disciplined strategies across international equities. By combining macro insight with quantitative rigor, the program gives you the knowledge and confidence to move beyond a purely domestic portfolio and tap into the world’s full investment potential.

For anyone serious about understanding and participating in global equity markets—whether as an individual investor, a financial professional, or a student—learning from Vivanti and Kaufman provides a rare chance to acquire a structured, actionable framework for success.