Daniel Duncan explains why a selective value approach – not a top-down search for growth – may be well suited for finding equity returns in frontier markets. This approach is also the topic of a commentary that addresses value investing in frontier markets.
- Daniel Duncan, Managing Director, Business Development and Client Services
Investors may want to consider how these smaller emerging markets can fit into their global portfolios. And that is because they hold an opportunity for a long-term, bottom-up security selector to find interesting opportunities, trading below their long-term valuation potential.
- 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.
- Daniel Duncan is a Registered Representative of ALPS Distributors, Inc.