Emerging markets: quality from a broader stakeholder context

At its core, our investment philosophy endeavors to identify quality management teams that run businesses able to compound earnings or free-cash flows at attractive rates for long periods of time.

  • 10 mins

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Japan’s equity market experienced a sharp growth to value rotation in January, followed by an indiscriminate sell-off by foreign investors as sentiment on the global economy turned pessimistic.
  • Webcast
  • 45 mins
That would perhaps be an accurate description of what drove some of my portfolio decisions as a young fund manager, roughly 15 years ago during the global financial crisis (GFC) meltdown.
  • Article
  • 3 mins
Albert Einstein famously said, “Not everything that can be counted counts and not everything that counts can be counted.” This holds true in many situations, but we think it is especially true when it comes to risk management.
  • Article
  • 10 mins
Given inflation levels are picking up around the world, why is this not a problem in Japan? There are fundamental differences in Japan’s economy to explain this. First, underlying consumption has stood still in the past decade or so.
  • Article
  • 12 mins