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How China is leapfrogging the West

Global Emerging Markets , Investment opportunities , Paradice Investment Management
Published on 6 February 2020 Mobile payment penetration in China is over 80%, well ahead of the West. So ubiquitous is the technology that beggars on the street often use QR codes rather than asking for change. Michael Roberge, Co-Portfolio Manager of the Global Emerging Markets Fund says that large, innovative companies like Alibaba and Tencent are “changing the game” for...

Where to find growing companies at a reasonable price

Global EmergingMarkets , Investment opportunities , Paradice Investment Management
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...