MI029: Emerging Markets and Small-Cap Investing with James Fletcher (Investing Podcast)
The Intrinsic Value Podcast - The Investor’s Podcast Network
The Investor's Podcast Network
4.6 • 593 Ratings
🗓️ 26 February 2020
⏱️ 52 minutes
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Summary
Transcript
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| 0:00.0 | You're listening to TIP. |
| 0:02.3 | On today's show, I sit down with James Fletcher to talk all things related to portfolio |
| 0:07.2 | management, emerging markets, ESG funds, and investing as a millennial. |
| 0:12.8 | James is the founder of the Young Investor Society, a $1 billion portfolio manager at APG asset |
| 0:19.5 | management, a chartered financial analyst, and is an expert |
| 0:23.1 | in investing in emerging markets, as well as small and mid-sized companies. Let's get right in |
| 0:28.8 | to today's episode. You're listening to Millennial Investing by the Investors Podcast Network, |
| 0:35.2 | where your host, Robert Leonard, interview successful entrepreneurs, |
| 0:39.4 | business leaders, and investors to help educate and inspire the millennial generation. |
| 0:53.2 | Hey, everyone. Welcome to the show. I'm your host, Robert Leonard. And with me today, I have James Fletcher. Welcome to the show, James. Thanks, Robert. It's great to be on. Thanks for the honor to be on your podcast. And I love what you're doing for the millennial community and investing. Thank you. I really appreciate that. |
| 1:16.0 | Before we dive into our conversation about millennials investing, managing a billion dollar portfolio, investing in emerging markets and high quality businesses with an emphasis on |
| 1:21.0 | ESG, tell the audience a bit about you and your background. |
| 1:25.0 | Yeah, so I grew up in northern Virginia right outside of Washington, D.C. |
| 1:28.8 | You know, I would say, I would say to get into investing and to, you know, to be where I am now |
| 1:34.6 | managing a billion dollar portfolio for APGS and management, really doing what I love, |
| 1:40.5 | which is investing in stocks and great companies and taking a long-term approach to investing. |
| 1:46.4 | You know, I think it revolved around my three passions, which are, you know, numbers, people, |
| 1:53.1 | and developing countries. I've, you know, always love numbers, always loved math. I still remember |
| 1:58.6 | when I was nine years old, my grandpa is a, he was a scientist and worked at NASA, but his hobby on the side was to invest in stocks and manage his investment portfolio. And he, you know, he would pull me on his lap and show me his portfolio and show me the Wall Street Journal. And ever since then, I've just had this |
| 2:17.5 | hunger and this love for the stock market and investing. I read the essays of Warren Buffett when I |
| 2:23.4 | was in high school. And I think with a lot of investors reading Graham and Buffett, that just |
| 2:27.7 | kind of opened your eyes. And for me, it just turned my life upside down. It just made so much |
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