Jupiter's Teverson: How we capture value in emerging markets

Partner Insight: Ross Teverson, Head of Strategy, Emerging Markets at Jupiter Asset Management, provides an insight into the Jupiter Global Emerging Markets Fund philosophy, which is centred on identifying companies experiencing 'positive change' in emerging and frontier markets

While the Jupiter Global Emerging Market Fund's strategy emphasises company contact, the eight-strong team that assists in the asset allocation process is committed to also meeting twice a week to present and discuss new ideas for peer review in the form of proprietary stock notes. This is essential to ensuring all of the managers and analysts are speaking a common investment language, explains Ross Teverson, manager of the Jupiter Global Emerging Market Fund. "For any stock we discuss, we aim to firstly identify the change and make sure it is material to the stock's long-term outlook. S...