Brent Clayton examines the practical lessons Seafarer’s Value team has learned in its pursuit of seven distinct sources of value in emerging markets.

Speakers

• Brent Clayton, Co-Portfolio Manager
• Natalia Iannuzzi, National Accounts Manager, Business Development and Client Services

Related Information

• White Paper: On Value in the Emerging Markets

We care both about the latent value on a balance sheet but also the future value creation that that business may generate. It's important to buy a stock at a low price, but the quality of the business still matters.

The views and information discussed in this video are as of the date of publication, are subject to change, and may not reflect Seafarer’s current views. The views expressed represent an assessment of market conditions at a specific point in time, are opinions only and should not be relied upon as investment advice regarding a particular investment or markets in general. Such information does not constitute a recommendation to buy or sell specific securities or investment vehicles. It should not be assumed that any investment will be profitable or will equal the performance of the portfolios or any securities or any sectors mentioned herein. The subject matter contained herein has been derived from several sources believed to be reliable and accurate at the time of compilation. Seafarer does not accept any liability for losses either direct or consequential caused by the use of this information.

Natalia Iannuzzi is a Registered Representative of ALPS Distributors, Inc.