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James Fletcher - ESG and EM with Ethos Invest

James Fletcher - ESG and EM with Ethos Invest

FromStandard Deviations with Dr. Daniel Crosby


James Fletcher - ESG and EM with Ethos Invest

FromStandard Deviations with Dr. Daniel Crosby

ratings:
Length:
44 minutes
Released:
Jan 6, 2022
Format:
Podcast episode

Description

Tune in to hear:- Of all times to start a boutique fund, why would James start one in the current climate where the 3 largest asset managers control  more of the market share than ever before?- What edge does a small, boutique asset manager have in a world where there are such well-resourced competitors?- How are ESG like suggestions typically met by the companies that James invests in?- What’s it like to run a high conviction fund? How does James think about conviction and diversification and what lead him to take this unusually concentrated approach?- Why does James think ESG screening is important and how, specifically, does he incorporate it into his process at Ethos?- How does James think about ESG and investing in countries where the bar for ESG is set very low?- What makes him think emerging markets, which have been priced attractively for many years now compared to the US and which have underperformed, are poised to do well in the future?https://ethosinvest.com/https://yis.org/ Compliance Code: 3115-OAS-12/15/2021
Released:
Jan 6, 2022
Format:
Podcast episode

Titles in the series (100)

The Standard Deviations podcast is a weekly production that looks at money, mind and meaning, all through a psychological lens. Each week, psychologist and New York Times bestselling author Dr. Daniel Crosby interviews a fascinating new guest, experts in everything from finance to literature to wellness. Each guest provides listeners with three concrete ways to apply what was learned that week, ensuring that weekly listening becomes part of a path to a richer life. Episodes are brief, research-based, and designed to fit perfectly within your commute time. So, tune in for practical news that will help you make more, think more and be more. Learn more by following Dr. Daniel @danielcrosby or visit the website at www.standarddeviationspod.com/ Standard Deviations is presented by Orion.