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

The Intrinsic Value Podcast - The Investor’s Podcast Network

The Investor's Podcast Network

Education, Investing, Business

4.6 • 592 Ratings

🗓️ 24 February 2023

⏱️ 57 minutes

🔗️ Recording | iTunes | RSS

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Summary

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. NEW TO THE SHOW? Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle’s favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Fiscal.AI Connect with James: Website | LinkedIn Connect with Clay: Twitter HELP US OUT! Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Transcript

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0:00.0	You're listening to TIP.
0:02.1	On today's show, we've started to reshare some older episodes that are my favorite for a few
0:07.5	reasons.
0:08.5	One, we get a bunch of new listeners each week, so the new listeners may not have heard this
0:13.2	episode before.
0:14.5	Two, even if you've been listening for a while, you may have missed this episode when it
0:19.2	originally came out.
0:22.2	Or three, even if you've heard it before, it can be a great episode to learn from again. If you've already
0:26.8	heard this episode or you're not interested in hearing it, feel free to just skip it. There's
0:30.8	no harm in that, and you can pick up with our new episodes next week. All right, guys, that's
0:35.5	all I had for you for this new intro. Everything going forward
0:39.3	is going to be from the original show. Hope you guys enjoy it. On today's episode,
0:47.2	we bring back James Fletcher. James is the founder of Ethos Investment Management. Previously, he was
0:53.4	the director and senior portfolio manager
0:55.5	of the emerging markets' small and mid-cap equity strategy at APG asset management, where he managed
1:01.4	a billion dollar fund. James is also the founder of the global non-profit, Young Investor Society.
1:07.4	During the episode, I chat with James about ESG investing, how he uses it to find the best
1:12.5	long-term compounders, why emerging markets might outperform the U.S. markets over the coming
1:17.2	years, James' investment process, the role of cash in a portfolio, what the Young Investor
1:22.6	Society is doing to provide financial literacy education and much, much more.
1:27.5	Now, without further delay, I hope you enjoy this insightful episode with James Fletcher.
1:32.7	You're listening to Millennial Investing by the Investors Podcast Network,
	...

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