Jim Hayes - Emerging Opportunities
The Business Brew
Active management case in EM
Jim argues EM is undercovered and dispersed, supporting active stock picking versus higher-cost EM ETFs.
In this conversation, Jim Hayes, founder of Lucerna GlobalCapital, shares why he thinks there is an opportunity in emerging markets. Prior to founding Lucerna, Jim spent 13 years at Fidelity. Jim's last role at Fidelity was covering a number of sectors in the $35Bn Fidelity Series Emerging Market Fund. This discussion highlights the potential opportunities in Latin America and Southeast Asia.
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