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T.Rowe Price, Lazard And More: Is There Value In EM – 2019 Ben Graham Conference

Jacob Wolinsky
Jacob Wolinsky
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Notes from the Is There Value in EM / China Panel featuring Seafarer Capital Partners’ Paul Espinosa, Lazard Asset Management’s James Donald, T.Rowe Price Associates’ Charles Knudsen, Matthews Asia’s Sherwood Zhang and Adamas Asset Management’s Paul Heffner, and also Ted Aronson’s keynote presentation from the 2019 Ben Graham VI Annual Conference, which took place on Wednesday, June 19.

See the full notes here.

Q2 hedge fund letters, conference, scoops etc

China
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Is There Value in EM / China Panel

Paul Espinosa, CFA

Lead Portfolio Manager, Seafarer Capital Partners

  • Salient characteristics of the EM Value Universe
  • Potential 700 companies with 2 trillion market cap
  • The ducks are there but very few...

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Jacob Wolinsky

Jacob Wolinsky is the ex-Founder of Valuewalk.com (founded 2011, sold 2023). He is founder of HedgeFundAlpha (formerly ValueWalk Premium), a hedge fund focused intelligence service for institutional investors. Prior to founding Valuewalk, Jacob covered small caps, worked recruiting members for a large hedge fund community and freelance financial journalism. Jacob lives with his wife and six kids in Passaic Park NJ. - Email: jacob(at)hedgefundalpha.com. For confidential inquires email me for my Signal ID. Other methods of secure communication are also available. FD: Most of my portfolio is in I mostly purchase broad-based ETFs, mutual funds or individual bonds - I do this for performance reasons and to avoid any potential conflict of interest or occasional receipt of insider information. I will disclose if I have a stake in any company, but in general I have few stocks and I avoid any trading especially around topics I am covering.