Eastspring Investments’ Sam Bentley will be introducing their successful valuation driven investment approach to investing in global emerging market (GEM) equities. Post GFC we have seen investors build a substantial bias towards increasingly expensive quality and growth stocks in their GEM equity portfolios which a GEM Value exposure will help mitigate. Sam will discuss Eastspring’s approach to navigating the often ignored GEM value space including how they identify attractively valued companies, their reliance on deep fundamental research and their integrated approach to considering ESG factors.
Welcome drinks served
Seated for dinner
Dinner served followed by presentation