At the London Value Investor Conference 2025, Kamil Dimmich of Pacific Asset Management spoke on the Value Investors Take the Bus: You Wait a Decade and Then Two Come Along! panel, where he highlighted a thematic approach to emerging markets equity and shared a compelling investment case built around the global bus industry.
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2025 London Value Investor Conference - Kamil Dimmich
Since 2004 we focus on Emerging Markets Equities. Trying to find high-quality companies. We outperformed every single year in the...