MI130: Are Emerging Markets Undervalued? w/ James Fletcher
The Intrinsic Value Podcast - The Investor’s Podcast Network
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ESG Investing
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.
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