mallowstreet University Dinner: The changing face of emerging markets investing

Sponsored by

Baring Asset Management

Baring Asset Management is an international investment management firm with offices, clients and business lines spanning the world's major markets. We provide investment management services within developed and emerging equity and bond markets to investors worldwide.

Barings’ core capabilities in the UK institutional market are multi-asset, emerging and specialist fixed income. In multi-asset we have seen continued growth in our flagship dynamic asset allocation strategy, launching two regional variants and actively looking to identify ways to leverage our strengths in this area. We continue to develop our well-established emerging market equity business that utilises the significant emerging market resources Barings' has at its disposal.

Barings is a subsidiary of MassMutual Financial Group, a leading diversified financial services organisation.

mallowstreet University Dinner: The changing face of emerging markets investing

Jean-Louis Scandella, Head of equities at Barings and co-manager of the Baring Global Emerging Markets Fund, sets out the changes in emerging markets investing and the opportunity this presents for companies in the asset class.

Drawing on his own experience and that of the emerging markets team at Barings, Jean-Louis will demonstrate why bottom-up analysis trumps country selection, and why it’s important to focus on fundamentals such as quality of franchise and long-term earnings prospects when selecting companies for a portfolio.

Speakers

Jean-Louis Scandella
Jean-Louis joined Barings in May 2014 as Head of Equities. He is responsible for overseeing adherence to Barings equity investment philosophy and process and delivering performance across our equity product range. Jean-Louis also has leadership responsibility for the Global Emerging Markets (GEMS) desk and is co-manager on a number of our mandates, including Barings’ flagship Global Emerging Markets Fund. Jean-Louis is also a member of the Investment Committee and leads the panels for the best ideas lists, including the GEMS panel. Jean-Louis joined Barings from Comgest where, for nine years, he was one of three senior investors responsible for leading the global emerging markets investment team and directly overseeing close to US$10 billion of assets. Jean-Louis also worked at Societe Generale Emerging Markets for ten years, initially as an analyst before becoming a Founding Director. Jean-Louis holds a University Diploma from the l’Institute d’Etudes Politiques de Paris and a Master’s Degree in German Literature from the University of Paris Sorbonne. Jean-Louis speaks fluent French, German and Italian and also speaks Russian.