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Information about specific issuers of securities has been made available by Value Partners Investments Inc. for the sole purpose of providing additional background information on the holdings in the Value Partners Pool(s) and is not intended to be investment advice about the merits of investing directly in these issuers. This information is based on information that is publicly available or that has been provided to Value Partners Investments Inc. by the portfolio managers of the Pools.

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Emerging Markets are the Opportunity

Emerging markets will come out on top

In this months speaker series, Steve Norton reminds us that Darrin Erickson has a book coming out this fall that takes a global perspective on what we do here at VPI. Darrin, Portfolio Manager of the VPI Global Equity Pool goes on to explain how emerging markets are on an extreme discount relative to the valuation of the U.S. When we think of emerging markets, we typically think of risk but should be viewing them as markets with better growth and stronger valuations. Right now, the key risk in the emerging markets is inflation and Darrin takes the time to break down how we should tackle it.
Watch the highlight version and or full videos below: