We employ a bottom-up, research-driven approach focused on identifying long-term sustainable earnings power at a discount to intrinsic value. Market and sector weightings are a result of our bottom-up stock selection process, and we always seek to ensure the portfolio is appropriately diversified. Our portfolio construction process aims to build a research-driven, high-conviction portfolio
Leading lights in emerging markets with long-term growth at a discount
Feb 16, 2024
2 minutes
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