The Wall Street Transcript

Emerging Markets Strategy Targets Asia’s Rising Consumer Class

Tell us about Aubrey’s Global Emerging Market fund. Mr. Dalrymple: The Aubrey Global Emerging Markets Strategy began in March 2012 with a mandate from a life company in London. We converted it to a ...
The Wall Street Transcript

Uncovering Double-Digit Growth Opportunities in Emerging Markets

Would you introduce our readers to Sustainable Growth Advisers with an overview of the firm’s business? Mr. Gupta: The firm was founded in 2003, so we are a little over 20 years old. As it stands ...
The Wall Street Transcript

Identifying Local Champions and Niche Leaders Across Global Markets

By way of introduction, could you tell us a bit about your professional background and your current role at Van Berkom? Mr. Ling: Happy to. I’m currently a global portfolio PM for both the Global ...
The Wall Street Transcript

Chipmaker SK Hynix Rides Surging Demand for High-Bandwidth Memory

Let’s start with a bit about GlobeFlex as a firm, its history, business today, and anything that you feel differentiates it from peers. Mr. Goswami: GlobeFlex was founded in 1994 by Robert Anslow and ...
The Wall Street Transcript

Three EM Leaders with Strong Moats and Clear Business Models

Please give us an introduction to the firm and an overview of its business. Mr. Khuller: Letko, Brosseau & Associates is one of the leading asset management firms in Canada, managing approximately ...
The Wall Street Transcript

Analyzing Global Companies Through a Corporate Life Cycle Framework

Let’s start with an overview of Curi Capital and RMB Funds, an introduction to the business, if you will. Mr. Plumb: Curi Capital is a registered investment advisory firm dedicated to growing and ...
The Wall Street Transcript

Thematic ETFs Track Shifts Across Natural Resources, Luxury Goods and Travel

We have a few different funds to talk about today, but before we dive into that, would you give our readers a brief introduction to U.S. Global Investors’ business and overall investment management ...
The Wall Street Transcript

Governance Reforms Drive Compelling Opportunities in Korea and Japan

Let’s start with a brief introduction to the firm. What do you think is important for readers to know about Matthews Asia’ history and its overall business today? Ms. Park: I want to highlight that ...
The Wall Street Transcript

Volatile Gaming Stocks a Better Bet for Short-Term Investors

Would you introduce us to your research and coverage focus? Mr. Umansky: I do global gaming. I’m based in Hong Kong, and I frequently travel to the U.S. My coverage is largely the gaming stocks that ...
The Wall Street Transcript

Structural Tailwinds Support Long-Term Growth in Premium Spirits

Tell us a little bit about your background, how long you’ve been at Morningstar, and what you cover there. Ms. Su: I’m an equity analyst on the consumer research team for Morningstar. I’ve been in the ...
The Wall Street Transcript

Top Global Beverage Picks: Coca-Cola, AB InBev, and Monster

Carlos, you’ve been analyzing the global beverage industry for three decades. Tell us a little bit about your background and how you got into the specialty and then your coverage at HSBC — which ...
The Wall Street Transcript

Wynn, Churchill Downs, and IMAX to Benefit from Experiential Spending

Let’s start with a refresher on your research focus and coverage universe. Mr. Beynon: We focus on three major sectors within the consumer arena. Those include gaming, lodging, and movie theaters. We ...