James Fletcher of Ethos Investment Management presented his investment thesis on KINX (Korea: 093320) at Best Ideas 2024.
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About the instructor:
James Fletcher is an experienced Emerging Markets portfolio manager with a strong history of alpha generation and top quartile fund performance with 19 years of investment experience. James is the founder and CIO of Ethos Investment Management (www.ethosinvest.com), which manages approx. $100M AUM in small and midcap EM stocks with a focus on quality businesses and was founded in 2021. Previously James was the Director & Senior Portfolio Manager of the EM SMID Cap fund at APG Asset Management since 2016, where he managed a ~$1.2B portfolio, one of the largest EM SMID cap funds in the world. APG is the largest pension fund manager in the Netherlands and a global leader in ESG investing. From 2013 to 2016, James was the Lead Portfolio Manager at Kayne Anderson Rudnick’s EM Small Cap fund (ticker VIESX), a Morningstar 5-Star rated fund that was awarded 2015’s “Best Fund Product for High Net Worth Clients” by Private Asset Management. Previously James was Senior Analyst at Westwood Global Investments from 2005-2013. James is a CFA charterholder. He is also the founder of the global non-profit, Young Investors Society (www.yis.org). James has an undergraduate degree in Finance from Brigham Young University and is fluent in Portuguese and proficient in Spanish and has lived in Brazil and Hong Kong.