Glen Finegan

Glen Finegan, founder of Skerryvore Asset Management, dives into the intricacies of emerging markets. He explores what defines these markets and highlights the biggest opportunities in India, Taiwan, and Mexico driven by domestic consumption. Glen emphasizes assessing governance and trust in management to navigate risks and shares insights on why many state-owned enterprises falter. He discusses currency challenges, pricing power, and the importance of long-term investment horizons to achieve consistent returns while avoiding common pitfalls.