‘We love it when someone says something is un-investible’: Finding value in emerging markets
Loading player...
Citywire AAA-rated Kamil Dimmich explained to Selector’s news editor Ian Heath how he operates as a value investor in growth-dominated emerging markets and why his fund is 45% invested in Greater China.
The Pacific North of South portfolio manager, who oversees investments in more than 30 emerging markets, also discussed how you can make money with ‘value traps’ and where his favourite hunting grounds for investment have been over the years.
The Pacific North of South portfolio manager, who oversees investments in more than 30 emerging markets, also discussed how you can make money with ‘value traps’ and where his favourite hunting grounds for investment have been over the years.
