
MI130: Are Emerging Markets Undervalued? w/ James Fletcher
The Intrinsic Value Podcast - The Investor’s Podcast Network
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Ethos Investment Management
I want to create a legacy that creates that brand around great businesss doing good for society. We take a concentrated portfolio approach to investing, where it's our highest quality 30 to forty stocks within the investment universe. So five years plus investment oris in many of the companies in the portfolio i've owned for over ten years. And we're really taking a business owner's approach, where we're not speculating based on one year cycle.
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