Where to find growing companies at a reasonable price
Published 13 January 2020
Edward Su and Michael Roberge have worked together on emerging markets portfolios for six years now. David Paradice believes they embody the principles of accountability, responsibility, and performance that he’s always looked for in the other Paradice funds.
In this video, Edward, Michael, and David discuss how they filter their investment universe down to identify pockets of opportunity, how valuations in emerging markets compare to those in developed markets, and which countries are currently throwing out plenty of investment opportunities.