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I have visited 90 countries looking for cheap stocks. Most fund managers will not leave Manhattan. That is my edge.
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I started a new fund at 81. Age is not a barrier to investing. It is an advantage. I have seen more cycles than anyone.
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The best emerging market investments are made when everyone is leaving the country. I have made a career of arriving when others are departing.
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Good governance in emerging markets is not a nice-to-have. It is the single best predictor of returns.
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They called me the Indiana Jones of investing. I prefer to think of myself as the Marco Polo.
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You cannot analyze an emerging market from a Bloomberg terminal. You have to walk the factory floor.