Martin Josefsson, a global investor at London-based Elephant Asset Management, discusses how he finds investment opportunities in emerging markets from Indonesia to India and Kenya. He discusses investing during a global pandemic and evolving corporate governance standards in emerging financial markets. Martin shares with Prof. Maillet some of the strategies and examples of successful investment strategies for participating in the rise of middle-class consumers in Asia and Africa. The conversation concludes with advice for students and young professionals on pursuing a career in investment management. The views and opinions expressed on the Global Commerce Exchange podcast are those of the host and guests and do not reflect the official policy or position of the McIntire School of Commerce at the University of Virginia.
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A panel of distinguished investors – Marisa Drew, Chief Sustainability Officer at Credit Suisse; Max Gottschalk, Founding Partner of Ocean 14 Capital; Meredith Shields...