BlackRock Frontiers Investment Trust plc (LON:BRFI) is the topic of conversation when Kepler Partners Analyst John Dowie joins DirectorsTalk Interviews.
John explains what markets BRFI invests in, the opportunity there, how the managers pick stocks for the portfolio, the kind of top-down factors to consider, how the managers implement their investment ideas, how BRFI has done compared to mainstream emerging markets, the portfolio at the moment and the outlook for dividends.