Webinar

Webinar





Table of Contents

Firm overview

1:42 Introduction / EM overview

2:26 Opportunity in EM today

3:28 The case for value in EM

5:42 1st quarter contributors & detractors

6:53 Portfolio activity

7:28 Positioning

8:14 Q&A

Table of Contents

Firm overview

1:44 Market overview / Value opportunity

3:13 Valuation of utilities relative to banks

4:10 Financials' performance pre recession

6:12 Current state of the banking industry

7:58 Investment example: Citigroup

9:42 Q&A