Small midcap has two analysts covering our universe, compared to five times for emerging market large cap. And so you're just competing in a space that's much less competitive, much less watched over and i would argue, as a result, much more inefficient. Now, you mentioned china and how some of those companies have been beaten down. Are there any noteworthy things developing in china that have caught your attention, or could you expand on some of the head winds some of these companies are facing?
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.
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