MI Rewind: Are Emerging Markets Undervalued? w/ James Fletcher

Feb 24, 2023

53:10

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Clay Finck chats with James Fletcher all about ESG investing and emerging markets. James Fletcher is the founder of Ethos Investment Management and the founder of the global non-profit, Young Investors Society.

IN THIS EPISODE, YOU’LL LEARN:

00:00 - Intro

09:10 - What ESG investing is, and why it’s a focus of James’ fund.

16:29 - Whether ESG investing enhances, or hinders long-term returns.

22:30 - What emerging markets are, and why James believes that emerging markets are undervalued.

27:34 - What emerging markets James’ fund invests in.

44:53 - 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.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
Check out Ethos Investment Management.
Check out Young Investors Society.
Related Episode: Listen to MI029: Emerging Markets And Small-Cap Investing w/ James Fletcher, or watch the video.
Related Episode: Listen to MI103: China, Emerging & Frontier Markets w/ Kevin Carter, or watch the video.

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Connect with James: Website | LinkedIn

Connect with Clay: Twitter

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