Daniel Graña

Daniel Graña, who leads Janus Henderson’s emerging markets equity strategy, shares insights on the dynamic world of emerging market investing. He recounts the wild west of early days in these regions and emphasizes the importance of good governance. They discuss navigating political landscapes, including a revealing story involving a Russian oligarch, and the challenges of launching Mexico's first REIT. Daniel advocates for a nuanced approach to portfolio construction in countries like China and Brazil, blending personal values with investment strategies.

Daniel Graña, head of Janus Henderson’s emerging markets equity strategy, shares fascinating insights from his investment journey rooted in Cuba and Peru. He delves into the early chaotic days of emerging markets and the critical role of political governance on investment success. With compelling stories, he discusses the intricacies of navigating complex markets like Mexico, the importance of evaluating risk and valuation, and the contrasting futures of countries like Vietnam and Brazil. His reflections on adaptability and cultural understanding round out a conversation rich in wisdom.