Emerging Markets Breakfast

Despite a flurry of executive orders from the White House and Trump’s approach to global affairs adding to geopolitical uncertainty, Jorry believes there are plenty of emerging market opportunities that not even the new POTUS can take away. Join Jorry as he shares his outlook and explains how the team continues to identify high potential companies. He will also discuss the Fund’s recent increased allocation to China, despite the “tariffs fear” impacting markets, explore where the opportunities in the Tech space are post DeepSeek, and consider whether Brazil is turning a corner.

Please arrive at 07:45am for an 08:00am start.