T.Rowe Price, Lazard And More: Is There Value In EM – 2019 Ben Graham Conference

Notes from the Is There Value in EM / China Panel featuring Seafarer Capital Partners’ Paul Espinosa, Lazard Asset Management’s James Donald, T.Rowe Price Associates’ Charles Knudsen, Matthews Asia’s Sherwood Zhang and Adamas Asset Management’s Paul Heffner, and also Ted Aronson’s keynote presentation from the 2019 Ben Graham VI Annual Conference, which took place on Wednesday, June 19. See the full notes here. Q2 hedge fund letters, conference, scoops etc Is There Value in EM / China Panel Paul Espinosa, CFA Lead Portfolio Manager, Seafarer Capital Partners Salient characteristics of the EM Value Universe Potential 700 companies with 2 trillion market cap The…