Finding Hidden Gems in Emerging Markets | EP 190

Art of Boring

Join Peter Lampert, Portfolio Manager of Mawer's Emerging Markets strategy, as he takes you on a journey from Polish meat counters to UAE boardrooms, revealing how a disciplined bottom-up approach uncovers extraordinary opportunities in overlooked markets.

Key Takeaways:

• Mawer’s bottom-up philosophy is consistent across markets, but emerging markets require a nuanced focus on the macro and geopolitical environment.

• Emerging markets are highly diverse and less efficient, often offering more opportunities for disciplined, active investors.

• On-the-ground research—such as recent trips to Poland—helps uncover overlooked businesses and understand local dynamics.

• Portfolio examples include Dino Polska and Asseco Poland, both selected for strong management and growth prospects.

• The asset class is much broader than China; significant opportunities exist in countries like Poland and the UAE.

• Emphasis on long-term growth, resilience, and finding companies that can thrive in uncertain environments.

This episode is available for download anywhere you get your podcasts. Founded in 1974, Mawer Investment Management Ltd. (pronounced "more") is a privately owned independent investment firm managing assets for institutional and individual investors. Mawer employs over 250 people in Canada, U.S., and Singapore.

Visit Mawer at https://www.mawer.com.

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