Deep Value in Emerging Markets, China, India, Korea with Juan Torres Rodriguez, Schroeders | S06 E44
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is Value After Hours. I am Tobias Carlisle joined as always by my co host, Jake Taylor. Our special guest today is Juan Torres Rodriguez. He's portfolio manager of the of the emerging markets sorry, emerging market value strategy at Schroeders. Welcome, Juan. Good to see you again. Pretty
good accent you tried to affect there, Toby. I
try. You know, I I practice my Spanish every day. Yeah. You
you got that. You you you nailed that. And thank you very much for having me back. It's a true honor to be a guest here again. And I'm a big follower of you guys and have been following the show for a very long time. So thank you very much for having me back. Well,
we love having you on. I was just saying to you before we started, the reason that I like talking to Juan is because he run he runs the most extreme version of value that you can possibly run. It's emerging markets deep value and pretty concentrated too. It
makes you feel like you're doing something easy and I'm Anewer. I'm
very Anewer.
It's, well, we were saying that one of the beauties about the marine markets is that I think it's a it's a it aggregates all of the different human biases in one asset class. And and that makes it great if you like investing, if you if you like stock picking, if you like active management, that's a great place to be because it's very inefficient. There's less competition. There's a lot of opportunities to, be a great investor at price discovery.
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