Our guest this week is Jack Nelson. Jack is lead manager of the Stewart Investors’ Global Emerging Markets Leaders Sustainability strategy, which is highly regarded by Morningstar’s manager research team. Jack joined Stewart in Edinburgh, Scotland, in 2011 after obtaining an MA from Oxford.

Background

Bio

Stewart Investors

Emerging Markets

“Global Emerging Markets Sustainability Strategies Update,” Q&A With Jack Nelson, stewartinvestors.com, April 2023.

“Finding Resilient Businesses in Emerging Markets Is Key to Long-Term Success,” by Jack Nelson, trustnet.com, Dec. 15, 2022.

“Stewart Investors’ Global Emerging Markets Sustainability Strategy Marks 15-Year Anniversary With Benchmark-Beating Returns,” prnewswire.com, May 7, 2024.

“Go Beyond the Data to Find Quality Sustainable Investments in Emerging Markets,” by Jack Nelson, investordaily.com, July 16, 2024.

“Stewart Investors Launches EMs ex-China Sustainability Fund,” by Natalie Kenway, portfolio-adviser.com, July 11. 2024.

Artificial Intelligence

“Am I Invested in AI?” stewartinvestors.com, Aug. 4, 2024.

“A + I Equals More Than NVDA,” stewartinvestors.com, March 27, 2024.

Other

The Rise and Fall of American Growth: The US Standard of Living Since the Civil War, by Robert Gordon

Inovance

Yifeng Pharmacy Chain Co Ltd

Samsung Electronics

“Unilever’s India Unit to Rebrand ‘Fair & Lovely’ to ‘Grow & Lovely,’” reuters.com, July 2, 2020.

Principles for Responsible Investing

Delta Electronics

Jack Nelson: ‘Investing in Emerging Markets Should Primarily Be About Analyzing Individual Businesses’

The Long View