124. Using former investigative journalists to research investments

Sudarshan Murthy, deputy manager of GQG Partners Emerging Markets Equity fund, explains why the team comprises not only those with investment backgrounds but also former investigative journalists and scientists. He also gives his view on the outlook for China and Brazil, talks about technology and financials and reveals why banks – which are a value play in developed markets – are a growth story in emerging economies.
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GQG Partners is one of the newest and fastest growing asset management businesses, having only launched in 2016. GQG Partners Emerging Markets Equity is a concentrated portfolio of high quality companies with durable earnings. The emphasis is on future quality, rather than companies which have simply done well historically.

What’s covered in this podcast:

• Why GQG has a diverse research team that includes former investigative journalists and scientists [0:30]
• Why looking at US firms helps build a view on emerging markets [1:59]
• If emerging markets will have their time again [3:14]
• The outlook for China’s stock market [4:35]
• The outlook for Latin America [6:24]
• Long term structural themes in the fund [7:42]
• Why banks are a value play in developed markets but growth opportunities in emerging markets [9:03]

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