Finding Hidden Gems in Emerging Markets | EP 190
Join Peter Lampert, Portfolio Manager of Mawer's Emerging Markets strategy, as he takes you on a journey from Polish meat counters to UAE boardrooms, revealing how a disciplined bottom-up approach uncovers extraordinary opportunities in overlooked markets.
Key Takeaways:
• Mawer's bottom-up philosophy is consistent across markets, but emerging markets require a nuanced focus on the macro and geopolitical environment.
• Emerging markets are highly diverse and less efficient, often offering more opportunities for disciplined, active investors.
• On-the-ground research—such as recent trips to…
The skinny
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