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Today, we are pleased to introduce Rakesh Bordia, Principal and Portfolio Manager at Pzena Investment Management, an American firm with recognised expertise in deep value investing.
In this episode, Rakesh brings his understanding of emerging markets to the forefront, shedding light on Pzena's value approach to investing. He delves into the opportunities and challenges of investing in EM, sharing valuable insights on the crucial valuation metrics that Pzena considers.
Rakesh also emphasises the significance of a long-term horizon in EM value investing, providing strategic perspectives on stocks like Alibaba and JD.com and their potential impact on value investors in 2023.
Before joining Pzena in 2007, Rakesh served as a Principal at Booz Allen Hamilton, focusing on innovation and growth strategies. Enjoy!
Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter
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