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Taking stock of five years managing the FSSA Global Emerging Markets strategy I started my career more than 18 years ago as a developed markets consumer analyst. It was a great introduction to investing – the consumer sector is extremely broad so I was able to gain experience across many sub-industries and look at a wide variety of companies. 30 January, 2023 Article 10 mins
FSSA GEM Focus strategy reaches 5-year anniversary Investment management is an industry where in the short run there is usually little relationship between process and outcome. In the long run, however, the link is very strong. 30 January, 2023 Article 10 mins
Five principles for investing in emerging markets As long-term, bottom-up investors, our starting point for finding suitable investments is to seek out companies that benefit from structural tailwinds and have clearly-defined competitive advantages. 29 January, 2023 Article 10 mins
Taking stock of five years managing the FSSA Global Emerging Markets strategy I started my career more than 18 years ago as a developed markets consumer analyst. It was a great introduction to investing – the consumer sector is extremely broad so I was able to gain experience across many sub-industries and look at a wide variety of companies.