We are reporting from the London Value Investor Conference on May 15 2024. Below is a presentation from Vera German, CFA and Juan Torres from Schroders Value Investment team.
Schroders Unveils Value in Emerging Markets: “Pride and Prejudice” Approach Focuses on Undervalued Gems
Schroders' fund managers, Juan Torres and Vera German, illuminate their strategy known as "Emerging Markets Value Investing," aptly nicknamed "Pride and Prejudice."
The Philosophy
- Past performance does not guarantee future success.
- Value investing necessitates enduring market downturns.
- Emerging markets (EM) present compelling opportunities due to undervalued assets.
- Schroders zeroes in on a select group—the cheapest 20% (quintile) of thousands of listed EM companies.
- Value investing transcends market trends; it's a long-term commitment.
Why Emerging Markets?
- Strong performance of...
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