James Fletcher - ESG and EM with Ethos Invest

Standard Deviations with Dr. Daniel Crosby

Вміст надано Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.

2+ y ago 44:16

MP3•Головна епізоду

Tune in to hear:

- Of all times to start a boutique fund, why would James start one in the current climate where the 3 largest asset managers control more of the market share than ever before?

- What edge does a small, boutique asset manager have in a world where there are such well-resourced competitors?

- How are ESG like suggestions typically met by the companies that James invests in?

- What’s it like to run a high conviction fund? How does James think about conviction and diversification and what lead him to take this unusually concentrated approach?

- Why does James think ESG screening is important and how, specifically, does he incorporate it into his process at Ethos?

- How does James think about ESG and investing in countries where the bar for ESG is set very low?

- What makes him think emerging markets, which have been priced attractively for many years now compared to the US and which have underperformed, are poised to do well in the future?

https://ethosinvest.com/

https://yis.org/

Compliance Code: 3115-OAS-12/15/2021

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