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QGIC-NY 2025: James Fletcher – Ethos Investment Highlights Two EM Monopoly Stocks

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Jacob Wolinsky
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James Fletcher, Founder and CIO of Ethos Investment Management, presented at the Quality-Growth Investor Conference 2025 in New York. Launched in 2022, Ethos Investment Management has quickly grown to $100 million in AUM. Fletcher, who previously worked as a Mormon missionary in Brazil, brings deep expertise in emerging markets, focusing on high-quality businesses with strong earnings and free cash flow growth.

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Why Emerging Markets

Emerging Markets: A Stock Picker’s Paradise

The average return on equity (ROE) of Ethos' holdings is 26%, with 30–50 emerging market (EM) investments demonstrating double-digit earnings and free cash...

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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 worked as an equity analyst covering small caps, a micro-cap analyst, doing member development a large hedge fund community and freelance financial writing. Jacob lives with his wife and five kids in Passaic NJ. - Email: jacob(at)hedgefundalpha.com. For confidential inquires email me for my Signal id. Other methods of secure communication are also available.FD: I almost exclusively avoid the purchase of equities to avoid conflict of interest and any insider information. I only purchase broad-based ETFs and mutual funds. I will disclsoe if I have a stake in any company, but in general avoid