April 30, 2023
Inside This Issue
Andrew Foster, Seafarer Funds; Scott Thomas, Wasatch Global Investors; Daniel Malan, Perspective Investment Management; Laura Geritz, Rondure Global Advisors; Amit Wadhwaney, Moerus Capital
Five experienced emerging-market investors handicap their diverse opportunity set today and describe why they find – among thousands of choices – Hyundai Mobis, Bajaj Finance, Remgro, GMexico Transportes and Companhia Brasileira de Distribuicao particularly interesting.
Edgar Allen, High Ground Investment Management
Edgar Allen of High Ground Investment Management explains why he focuses on long-cycle businesses that don’t change very rapidly, how he tries to distinguish between permanent and temporary disruption, what he looks for in attractive short opportunities, and why he thinks the market is mispricing Knorr-Bremse, OSB Group and Gerresheimer.
Michael Marone, Boris Vuchic, Crescent Rock Capital
Crescent Rock Capital’s Michael Marone, Boris Vuchic, John Rolfe and Chris Campbell describe how they execute their go-anywhere approach, the types of business transitions that attract their attention, why they're happy to have an active short book, and why they think the market is mispricing the potential in KBR, MRC Global and Vishay Intertechnology.
What one investor found upon revisiting a business he not long ago watched go over a cliff.
Bajaj Finance, CBD, Gerresheimer, GMexico Transportes, Hyundai Mobis, KBR, Knorr-Bremse, MRC Global, OSB Group, Remgro, Tidewater, Vishay Intertechnology
Other Companies in this Issue:
Airbus, BAE Systems, Cargojet, Despegar.com, Foschini Group, JSE Limited, MercadoLibre, Sanken Electric, Sumitomo Pharma, Super Micro Computer, Uni-President China, Xinhua Winshare