The Intrinsic Value Podcast - The Investor’s Podcast Network

MI Rewind: Are Emerging Markets Undervalued? w/ James Fletcher

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Clay Finck chats with James Fletcher all about ESG investing and emerging markets. James Fletcher is the founder of Ethos Investment Management and the founder of the global non-profit, Young Investors Society.


IN THIS EPISODE, YOU’LL LEARN:

00:00 - Intro

09:10 - What ESG investing is, and why it’s a focus of James’ fund.

16:29 - Whether ESG investing enhances, or hinders long-term returns.

22:30 - What emerging markets are, and why James believes that emerging markets are undervalued.

27:34 - What emerging markets James’ fund invests in.

44:53 - How James thinks about the role of cash in a portfolio.

And much, much more!


*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.


BOOKS AND RESOURCES

  • Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
  • Check out Ethos Investment Management.
  • Check out Young Investors Society.
  • Related Episode: Listen to MI029: Emerging Markets And Small-Cap Investing w/ James Fletcher, or watch the video.
  • Related Episode: Listen to MI103: China, Emerging & Frontier Markets w/ Kevin Carter, or watch the video.


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        • Connect with James: Website | LinkedIn

        Connect with Clay: Twitter


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