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

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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 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…

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Jacob Wolinsky is the founder of HedgeFundAlpha (formerly ValueWalk Premium), a popular value investing and hedge fund focused intelligence service. Prior to founding the company, Jacob worked as an equity analyst focused on small caps. Jacob lives with his wife and five kids in Passaic NJ. - Email: jacob(at)hedgefundalpha.com FD: I do not purchase any equities to avoid conflict of interest and any insider information. I only purchase broad-based ETFs and mutual funds.