About the Webinar
For the past decade, emerging markets (EM) investors have suffered against strong U.S. equity performance, driving EM allocations to an all-time low. However, the Polen team believes now is a key inflection point for EM investing with a weakening dollar and a more supportive macro environment driving outsized growth at discounted valuations.
Join senior members of the EM investment team as we discuss why now is a unique opportunity to allocate to some of the most exceptional global businesses.
Date: Wednesday, July 2nd
Time: 14:00-15:00 (BST)
Topics will include:
- How the hunting ground for active investors in EM has changed over the last decade
- Current growth drivers in EM: China, India, LatAM, Middle East
- Our time-tested process behind investing in economically advantaged businesses
- Stock spotlight: Businesses we believe to be poised for strong long term earnings growth
We hope you can join us for an engaging and thought-provoking conversation.
Panelists
FOR FINANCIAL PROFESSIONAL USE ONLY
The views expressed during the event are those of the presenters and are as of the date of the event and should not be construed as a recommendation to purchase or sell any particular security. These views are subject to change at any time based upon market or other conditions, and the investment adviser disclaims any responsibility to update such views. These views may not be relied on as investment advice, and, because investment decisions are based on many factors, may not be relied on as an indication of trading intent on behalf of any Polen Capital investment strategy. It should not be assumed that any of the securities, transactions or holdings discussed were or will prove to be profitable or that any investment recommendations we make in the future will equal the investment performance of the securities discussed herein. Past performance is not indicative of future results.