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My guests today are Ross Cameron and Cameron Robson of Northcape Capital's Global Emerging Markets team. In this conversation, we cover the investing case for emerging markets; Northcape's unique corporate and portfolio management structures; Northcape's bespoke country discount rates; and then bring it all together with a case study of Techtronic Industries.

If you like what you hear, please visit the blog at www.longriverinv.com.

Longriver Investment Partners Limited (“Longriver”) is licensed with the Securities and Futures Commission of Hong Kong (“SFC”) to provide Type 4 and Type 9 regulated activities in Hong Kong to Professional Investors only. Investment involves risk. This podcast is for informational purposes only and it is not intended as promotional material in any respect. It does not constitute an offer, recommendation, or solicitation to buy or sell any securities or services. Longriver makes no representations or warranties, express or implied, as to the accuracy or completeness of the content.

Northcape Capital - Protecting the Downside

Longriver Podcast

Northcape Capital - Protecting the Downside