MI130: Are Emerging Markets Undervalued? w/ James Fletcher
The Intrinsic Value Podcast - The Investor’s Podcast Network
The Investor's Podcast Network
4.6 • 592 Ratings
🗓️ 4 January 2022
⏱️ 57 minutes
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| 0:00.0 | You're listening to TIP. |
| 0:02.2 | I'd say the best way to describe it is we take a private equity type approach to the public equity market. |
| 0:08.6 | So we do deep due diligence with the expectation that we're going to own these companies for five to ten. |
| 0:15.4 | You know, the best time arises, Buffett said, is indefinite. |
| 0:18.7 | And if we can own a great business with a great management |
| 0:21.7 | team and own them for the next 20 years and continue to compound at double digits, then |
| 0:27.3 | we're in a fantastic place. |
| 0:33.2 | On today's episode, we bring back James Fletcher. James is the founder of Ethos Investment Management. |
| 0:40.1 | Previously, he was the director and senior portfolio manager of the emerging markets' small and mid-cap equity strategy at APG Asset Management, where he managed a billion dollar fund. |
| 0:50.6 | James is also the founder of the global nonprofit Young Investor Society. |
| 0:54.5 | During the episode, I chat with James about ESG investing, how he uses it to find the best |
| 1:00.1 | long-term compounders, why emerging markets might outperform the U.S. markets over the coming |
| 1:04.8 | years, James' investment process, the role of cash in a portfolio, what the Young Investor Society |
| 1:10.7 | is doing to provide |
| 1:11.8 | financial literacy education in much, much more. |
| 1:15.1 | Now, without further delay, I hope you enjoy this insightful episode with James Fletcher. |
| 1:20.4 | You're listening to Millennial Investing by the Investors Podcast Network, where your hosts, |
| 1:25.9 | Robert Leonard and Clay Fink, interview successful entrepreneurs, |
| 1:29.6 | business leaders, and investors to help educate and inspire the millennial generation. |
| 1:40.5 | Hey, everyone, welcome to the Millennial Investing Podcast. I'm your host, Clay Fink. And on today's |
| 1:46.5 | episode, I'm joined by James Fletcher. Welcome to the show, James. Clay, thanks so much. It's an honor to be |
| 1:52.3 | back on the millennial investing podcast. Robert had you on the show all the way back on episode |
... |
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