Monetary Matters with Jack Farley Active Management Still Matters in Emerging Markets | Jamie Carter
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Dec 10, 2024 Jamie Carter, Partner and Managing Director at Variis Partners, shares his extensive experience in emerging markets investment. He discusses the stark distinctions between long-only businesses and hedge funds. Carter highlights challenges in raising capital across the US, UK, and Europe, and why emerging markets are crucial for active management. He also addresses the impact of political policies on global markets and the importance of local knowledge in navigating these complex investment landscapes.
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Career Start
- Jamie Carter started at Mercury Asset Management, then joined a small boutique.
- He covered non-investment activities, growing the firm to $6 billion.
Seeking New Challenges
- Consider changing roles or companies if feeling stagnant after a long tenure.
- Seek new challenges and entrepreneurial opportunities to reignite passion.
Joining Variis
- Carter joined Variis Partners after a serendipitous meeting with Rufus.
- Rufus interviewed Carter for a different role but later approached him about Variis.