Jim Hayes

Jim Hayes, founder of Lucerna Global Capital and seasoned emerging markets investor, shares his insights on the evolving landscape of global investing. He discusses why emerging markets, particularly in Latin America and Southeast Asia, present unique opportunities, citing political shifts and attractive valuations. Jim emphasizes a bottom-up investment strategy, advocating for active management to uncover underappreciated compounders. Caution on China’s economic outlook and the importance of accessing mid-cap opportunities are also key highlights of this engaging conversation.