Janus Henderson Investors

Finegan: “We Look for High Quality Companies in Emerging Markets at Reasonable Prices, that Makes Us Very Different from the Index”

Date:

Finegan: “We Look for High Quality Companies in Emerging Markets at Reasonable Prices, that Makes Us Very Different from the Index”

Author: Fórmate a Fondo

  1. “In the past, the index was a very poor guide on where to invest during the next 25 years. And, it is very likely that currently it’s also a poor guide for knowing where to invest”
  2. The team starts with a blank sheet of paper when building the fund and judges each company on its own merits
  3. Many of the companies in which the fund invests will be beneficiaries of growing on domestic consumption in emerging markets
  4. As the rule of law is weak in many of the countries the team invests in, the investment philosophy focuses on finding high quality companies