The main difference to day is that it is the alignment. So now i have a company that i own. It's independently owned by me and the employees. I'm investing more than half of my personal networth in the fund alongside clients. Seeing that skin in the game and those ascentives alligned are something that's very good to see as an investor. Ownd, so we're hungry. We're excited about the opportunity set n emerging markets. A especially small cap feels very inefficient in the market set to day. And you're getting some great businesses at at discounts to what they would trade in developed markets.
IN THIS EPISODE, YOU’LL LEARN:
05:31 - What ESG investing is, and why it’s a focus of James’ fund.
19:09 - Whether ESG investing enhances, or hinders long-term returns.
21:10 - What emerging markets are, and why James believes that emerging markets are undervalued.
26:14 - What emerging markets James’ fund invests in.
42:13 - How James thinks about the role of cash in a portfolio.
And much, much more!
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
Robert and Clay’s tool for picking stock winners and managing our portfolios: TIP Finance.
Help us reach new listeners by leaving us arating and reviewon Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!