"We're bottom up investors in the developing world. We think there's an interesting opportunity for investors to tap into when thinking about ex-developed world markets. Most of the people in the world live in the developing world. So there are billions of potential consumers, growing middle classes and lots of underpenetrated products and services that we think should be able to grow over time."
In this interview at Finance News Network, Glen and Chris discuss the fund's emerging market strategy and what drives Skerryvore's selection in the portfolio.
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