Managers: How we identify winning companies in emerging markets

Global Emerging Markets Breakfast Briefing

Fund managers from Investment Week's Global Emerging Markets Breakfast Briefing discuss the opportunities and risks for the asset class.

Partner insight James Syme, senior fund manager, JOHCM Global Emerging Markets Opportunities Can you give an overview of your fund and how it may work in a client's portfolio?  In our long experience as investors, a view backed up by academic research, emerging markets go right or wrong at the country level.  Through an extensive top-down process that focuses on growth, liquidity, currency, management/politics and valuations, we produce high-conviction country allocations, typically only investing in 8-10 of the 23 markets within the MSCI Emerging Markets index.  Why fears a...