Charlemagne Capital: World at "key turning point": Is the future in emerging markets?

Julian Mayo is Co-CIO of Charlemagne Capital (UK) and has over 25 years’ investment experience, most of which has been focused on emerging markets. In this Opalesque.TV BACKSTAGE interview, Julian points out that many investors underestimate the speed and opportunities when countries (emerging and frontier) “emerge”. He gives valuable historical insights and examples how quickly countries can transform themselves to “emerged” and explains the specific challenges when investing in Emerging Markets Equities.

Emerging markets present rewarding longtime investments and opportunities in a host of emerging and frontier countries. The world is at a "Key Turning Point" which favors emerging markets, and investors increasingly recognize they are underweight in Emerging Markets. History also shows that crises can provide great entry points into Emerging and Frontier Markets.

Julian began his investment management career in Hong Kong with Schroders before joining Thornton Management (later Dresdner Thornton) in Hong Kong in 1985 as a fund manager. He opened Thornton’s Tokyo office in 1987, where he was responsible for North Asian investments, before moving to London in 1991. Julian joined Regent Pacific, returning to Asia in 1999 as Managing Director of Regent’s Hong Kong office responsible for portfolio management.

Charlemagne Capital is an independent specialist emerging markets asset manager listed on the Alternative Investment Market (AIM) in London since 2006. The firm has a “heavy bias” towards equities, but also offers exposure to property and bonds. Charlemagne's equity products include a range of UCITS compliant long-only funds, long/short hedge funds as well as pooled and segregated accounts.