BridgeBytes Bridgehouse Asset Managers

Sudarshan Murthy shares his thoughts on the overall performance over the last year and revisits the impact of the Russia-Ukraine conflict as well as other performance factors within the emerging markets environment. 

Ben Larsen and Sudarshan Murthy explain the adaptability of GQG’s portfolios and their process, and why they believe this is important in the emerging markets space. 

Sudarshan Murthy shares his thoughts on what has changed in emerging market economies over the last 10-20 years as well as highlights some of the emerging markets countries that are becoming more attractive today. 

Ben Larsen and Sudarshan Murthy explain how the market cap of India is larger than Germany and the U.K. and discuss their belief that passing regulations to change bankruptcy laws and real estate practices within India have had a positive impact on how the market views India as a whole. 

Stephen Jenkins discusses Sionna’s view on Ahold Delhaize as an attractive name outside of Canada that is held in the Sionna Opportunities Fund. 

Kim Shannon discusses Sionna’s view on Fairfax Financial as an attractive name with plenty of advantages and runway to grow.