I'm Ted Sides, and this is manager meetings.

This show is an exploration of investment opportunities.

Through conversations with money managers, conducted by one of the manager's institutional

clients, will share the stories and strategies that attracted

their attention and capital. You can learn more and join our mailing list at capital allocators.com.

All opinions expressed by TED, guest hosts, and podcast guests are solely their own opinions

and do not reflect the opinion of

capital allocators or their respective firms. This podcast is for informational purposes only and should

not be relied upon as a basis for investment decisions. Clients of capital allocators,

the firms of guest hosts or podcast guests may maintain positions in securities or managers

discussed on this podcast. Today's episode of manager meetings is our first sponsored show with our friends at

Janice Henderson investors.

I had the chance to speak with Daniel Granja, who's responsible for Janice Henderson's

emerging markets equity strategy.

Janice Henderson is a leading global asset manager with $400 billion under management.

Our conversation covers some stories of the Wild West early days in emerging markets,

Daniels strategy focusing on the intersection of good companies with good governance and

good countries, portfolio construction, application

of the process to China, benefits of aligning with a large organization when tackling emerging

markets and the case for emerging markets today.

Please enjoy my conversation with Daniel Grania from Janice Henderson.

Daniel, thanks so much for joining me.

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