James Fletcher - ESG and EM with Ethos Invest

Standard Deviations with Dr. Daniel Crosby

תוכן מסופק על ידי Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.

2+ y ago 44:16

MP3•בית הפרקים

Tune in to hear:

- Of all times to start a boutique fund, why would James start one in the current climate where the 3 largest asset managers control more of the market share than ever before?

- What edge does a small, boutique asset manager have in a world where there are such well-resourced competitors?

- How are ESG like suggestions typically met by the companies that James invests in?

- What’s it like to run a high conviction fund? How does James think about conviction and diversification and what lead him to take this unusually concentrated approach?

- Why does James think ESG screening is important and how, specifically, does he incorporate it into his process at Ethos?

- How does James think about ESG and investing in countries where the bar for ESG is set very low?

- What makes him think emerging markets, which have been priced attractively for many years now compared to the US and which have underperformed, are poised to do well in the future?

https://ethosinvest.com/

https://yis.org/

Compliance Code: 3115-OAS-12/15/2021

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