James Morton of Santa Lucia Asset Management shared selected value-oriented investment ideas at Asian Investing Summit 2020.
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About the instructor:
James Morton founded the business and is CIO at Santa Lucia, Singapore. He has 40 years experience in financial services, and 25 in portfolio management. He has managed the CIM Dividend Fund since inception in February 2001. CIM Dividend is rated 5 stars by Morningstar and won two gold medals from Sauren, German fund manager in 2017 and in 2018 for excellent fund management in the Asian Equity category. He had specific responsibility for Mackenzie Cundill Recovery from 1998 to 2018. The Recovery Fund won Morning Star Global Fund of the year in 2003 and 2005, and the Morning Star Canadian Investment Award for Best Global Small/Mid cap Fund for 2010. It also won the Lipper Global Small/Mid Cap Fund of the year in 2009 and 2010.
James Morton’s previous employment includes Bain & Co, Arthur Young, Citicorp and Samuel Montagu. He holds an MBA from Stanford Graduate School of Business, an MA from Stanford Food Research Institute and a Law Degree from Cambridge University.
James Morton edited The Financial Times “Global Guide to Investing”, and wrote “Investing With The Grand Masters” a Pitman/FT publication, “Investing with Young Guns“ a Pearson/FT publication, and “Prince Charles Breaking the Cycle” Ebury Press. He has been a guest commentator on CNBC, PBS, Bloomberg, London News Radio, Sky and business radio stations in the US.