Sam Bentley, Client Portfolio Manager, Eastspring Investments
Value investing outperforms in emerging markets is the foundation of Eastspring’s investment philosophy. Sam Bentley, Client Portfolio Manager, will introduce you to capturing this value opportunity in emerging markets over time. He will describe Eastspring’s team structure and process, which have been designed to exploit the enduring opportunity created by behavioural biases hard-wired into individuals’ investment decisions.
Together with an introduction to our GEM Dynamic Fund, Sam will explain our focused, best ideas strategy targeting those names with significant valuation signals and potential capital growth. You will see how our approach has performed and how it differs to our GEM peers. Sam will discuss how the strategy is positioned to take advantage of the huge valuation anomalies we still find today in GEM equities.