Spotlight on emerging markets

Join the team at Kepler Partners online on 20 June as we meet managers running a variety of strategies designed to get the best from the world’s most exciting emerging markets.

 
Streaming live from Somerset House, we will hear from Robin Parbrook – manager of Schroder Asian Total Return; a highly differentiated investment trust which uses a tactical hedging strategy to provide downside protection for investors, whilst seeking alpha via an unconstrained portfolio of Asian equities.

Robin will be joined by Carlos Hardenberg, who co-founded Mobius Capital Partners alongside emerging markets legend Mark Mobius. Carlos will outline his view of the opportunities for investors in this dynamic sector, and the approach behind Mobius Investment Trust, a high conviction portfolio of 20-30 small to mid-cap companies across Asian and Frontier markets.

Fresh off the plane from Saigon, Dominic Scriven will give us his take on the opportunity for investors in Vietnam, where the company he founded – Dragon Capital – is the stock market’s largest foreign investor. Dominic will describe the rapid transformation of Vietnam from agrarian to urban, high tech economy, and the opportunity that presents for Dragon’s trust, Vietnam Enterprise Investments.

Kepler’s own Ed Butchart will also take the stage to describe the immense changes that have taken place across emerging markets, and the opportunities that lie ahead for investors in this fast-moving sector, and for his fund; KLS Corinium Emerging Markets Equity.