Investing in Emerging Markets — The Templeton Way

Lauren Templeton and Scott Phillips presented their in-depth investment thesis at Emerging Value Investing Summit 2013.

About the instructor:

Lauren C. Templeton is the founder and president of Lauren Templeton Capital Management, LLC, a value investing boutique located in Chattanooga, Tennessee. Lauren received a B.A. in Economics from the University of the South. She is the president and founder of the Southeastern Hedge Fund Association, Inc. (www.sehfa.com) based in Atlanta, Georgia. Given the broad interest in this organization Lauren has also consulted on the establishment of sister organizations in various other cities. In addition to these responsibilities Lauren also currently serves the following organizations: the Board of Trustees at the Baylor School, the Finance Advisory Board of the University of Tennessee Chattanooga, and the Director of the Finance for the Future Initiative at the University of Tennessee Chattanooga. In the past, Lauren has served as President of the Atlanta Hedge Fund Roundtable and as a member of the Board of Directors of the Memorial Hospital Foundation. Lauren is also an active member of Rotary International. She serves on the investment committee of Chattanooga Rotary Club 103 and the investment committee of Rotary International. Lauren is the great niece of Sir John M. Templeton and is a current member of the John M. Templeton Foundation. The John Templeton Foundation was established in 1987 by renowned international investor, Sir John Templeton. Lauren began investing as a child under the heavy influence of her father as well as her late great-uncle, Sir John Templeton. Professionally speaking, Lauren began her career working with managed portfolios and investments in 1998, beginning as a junior associate at the financial advisor Homrich and Berg and later the hedge fund management company New Providence Advisors both of Atlanta. In 2001, Lauren launched her own hedge fund management company which dedicates its efforts to the practice of value investing across the global markets using the same methods learned from her great-uncle, Sir John Templeton. Lauren is also the co-author of Investing the Templeton Way: The Market Beating Strategies of Value Investing Legendary Bargain Hunter, 2007, McGraw Hill, which has been translated into nine languages. Lauren lives in Chattanooga with her husband, Scott Phillips, recent author of the investing book, Buying at the Point Maximum Pessimism: Six Value Investing Trends from China to Oil to Agriculture, 2010, FT Press. Lauren and Scott produce a quarterly investment report titled the Maximum Pessimism Report which is distributed worldwide (www.maximumpessimism.com).

Scott Phillips is portfolio manager and head of research at Lauren Templeton Capital Management, LLC. Prior to working with Lauren Templeton, Scott founded Cumberland Capital Corp, located in Chattanooga, TN. Founded in June 2004, Cumberland Capital provided equity research services to Green Cay Asset Management, a hedge fund management company located in Nassau, Bahamas. In this capacity with Cumberland Capital, Scott was the lead research analyst on the Siebels Hard Asset Fund a long/short equity fund managed by Green Cay Asset Management. In addition to consulting on this fund Scott also provided equity recommendations for the Green Cay Emerging Markets Fund and the Siebels Emerging Market Fund (small cap product). Prior to consulting Green Cay’s funds, Scott was employed as a research analyst with Green Cay beginning in January of 2004. Before joining Green Cay, Scott was an equity research analyst with SunTrust Robinson Humphrey (including its predecessor companies) in Atlanta, GA, from January of 1999 to December of 2003. Scott is the co-author with Lauren Templeton on the book Investing the Templeton Way, released in 2008 by McGraw Hill. Scott is also the author of Buying at the Point of Maximum Pessimism: Six Value Investing Trends from China to Oil to Agriculture, a book on forward-looking investment themes published by the FT Press in 2010. Scott received his B.A. in English from the University of the South.