Qiao Ma – portfolio manager at Cooper Investors in Melbourne, Australia – discusses how she finds attractive investments in the ever-changing landscape of global technology. She explains how many of the most attractive stocks in her portfolio today are companies operating in traditional industries adopting technology innovation faster than their peers. Qiao shares with Prof. Maillet how she studies management team cultures and why founder-led companies can often outperform in the midst of industry disruption.
The views and opinions expressed on the Global Commerce Exchange podcast are those of the guests and do not necessarily reflect the official policy or position of the McIntire School of Commerce at the University of Virginia.
Cassandra Enyan shares her experience working for Google on projects across the African continent. Working with local partners from Ghana to South Africa to...
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...
A panel of distinguished investors – Marisa Drew, Chief Sustainability Officer at Credit Suisse; Max Gottschalk, Founding Partner of Ocean 14 Capital; Meredith Shields...