Emerging Markets

Responsible Global Emerging Markets Strategy – Q4 2020

Going back to basics, the price of a stock is determined by two key factors: 1. The future cash flows of that company; and 2. The price investors are willing to pay for it. At LGM, we do not categorize ourselves in the value or growth camp; our goal is simply to grow the capital we are entrusted with (yours and ours) as sustainably as possible by investing in high-quality companies. In this quarter/year end, we want to walk through some of our considerations around investing and how we see our opportunity set evolving. We will finish with our annual ‘lessons learnt’ section, this time talking broadly about errors of omission while specifically highlighting two names that have been brought up by both current and potential investors.
February 2021

Risk Disclaimer

Views and opinions have been arrived at by BMO Global Asset Management and should not be considered to be a recommendation or solicitation to buy or sell any stocks or products that may be mentioned.

The information, opinions estimates or forecasts contained in this document were obtained from sources reasonably believed to be reliable and are subject to change at any time.

Going back to basics, the price of a stock is determined by two key factors:

  1. The future cash flows of that company; and
  2. The price investors are willing to pay for it.

 

At LGM, we do not categorize ourselves in the value or growth camp; our goal is simply to grow the capital we are entrusted with (yours and ours) as sustainably as possible by investing in high-quality companies. In this quarter/year end, we want to walk through some of our considerations around investing and how we see our opportunity set evolving. We will finish with our annual ‘lessons learnt’ section, this time talking broadly about errors of omission while specifically highlighting two names that have been brought up by both current and potential investors.

Risk Disclaimer

Views and opinions have been arrived at by BMO Global Asset Management and should not be considered to be a recommendation or solicitation to buy or sell any stocks or products that may be mentioned.

The information, opinions estimates or forecasts contained in this document were obtained from sources reasonably believed to be reliable and are subject to change at any time.

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