In our universe, we use that philosophy to describe tenacious and persistent investors who work on mastering one specific approach. Be it a macro-agnostic approach or a style-specific system (i.e. all value or all growth), there are certainly only a few professionals who can claim to have mastered their area of expertise.
One of those is Dr Joseph Lai of Ox Capital Management. His approach could only be described as high-conviction and – I don’t think he would mind me saying this – extremely picky.
Fidelity Emerging Markets Limited (LON:FEML) is an investment trust that aims to achieve long-term capital growth from an actively managed portfolio made up primarily of securities and financial instruments providing exposure to emerging markets companies, both listed and unlisted.
