The Cambridge Strategy's Apollo fund takes a holistic approach to investing in emerging markets.
Its philosophy is that emerging markets have inherent inefficiencies that can be exploited to capture alpha and that the best way to do that is by combining top-down and bottom-up approaches.
The investment process involves various stages of brainstorming between the portfolio managers followed by painstaking research and analysis to identify the best way to express an idea. Implementing an idea requ
The week on Risk.net, March 10-16 2018Receive this by email