mallowstreet Dinner: Will Value Continue to Outperform in Emerging Market Equities?

Sponsored by

Eastspring Investments

About Eastspring Investments

Eastspring Investments, part of Prudential plc, is a leading Asia-based asset manager that manages USD 221 billion (as at 31 December 2022) of asset across a broad range of strategies including equities, fixed income, multi asset, quantitative and alternatives on behalf of institutional and retail clients globally.

Operating since 1994, Eastspring has one of the widest footprints across Asia with investment experts on the ground in 11 Asian markets and distribution offices in Europe and North America. At the heart of Eastspring is a strong connection with our shared purpose – Experts in Asia. Invested in Your Future.

The diversity within teams also fosters a culture of open communication and debate, producing high conviction views that deliver desired investment outcomes for clients over the long-term.

Eastspring’s investment teams incorporate ESG factors into their investment process and as a company we are aligned with a number of global sustainability initiatives including the United Nations-supported Principles for Responsible Investments (PRI) and the Asia Investor Group on Climate Change (AIGCC). We collaborate alongside industry peers to harness a collective investor voice to influence and drive change with investee companies.

mallowstreet Dinner: Will Value Continue to Outperform in Emerging Market Equities?

With inflation running at record highs not seen for a generation, the hunt for long-term investment return remains of the utmost import for pension funds. Over dinner, the team from Eastspring Investments will discuss Disciplined Value investing in Emerging Market equities.

Over the last few years, this asset class has been demonstrating its credentials with consistent outperformance over other approaches. We believe that value investing remains the right strategy for long-term investment in emerging markets, and that the near and long-term outlook for value investing remains compelling.

This event is FREE to attend for investment decision makers and their advisers, and is accredited for CPD points by the Pensions Management Institute (PMI).

Speakers

Navin Hingorani, CFA
Portfolio Manager
Navin Hingorani joined Eastspring Investments as Portfolio Manager in January 2011.
He is part of the Equity team and a member of the Global Emerging Markets (GEM) focus team. Navin is one of the key portfolio managers within the GEM team and leads on the GEM ex China Dynamic strategy.
Prior to joining Eastspring Investments, Navin worked as an Analyst at Bear Stearns in London. In 2003, Navin joined RMB Asset Management, focusing on US equities.
In 2006, Navin joined the Emerging Markets team at JP Morgan Asset Management in London, focusing on the EMEA region, and was subsequently promoted to Portfolio Manager, responsible for EMEA region. Navin has 23 years of financial industry experience.
Navin is a CFA charterholder and holds a Bachelor of Science (Hons) from UCL in Economics and a Master of Science in European Politics & Policy from London School of Economics.
Gordon Hogarth
Director, Distribution UK
Gordon has been with Eastspring since 2013. He is responsible for the UK Institutional market. Prior to Eastspring he led institutional business development in Europe for the multi-boutique AMG.
He has also headed distribution teams at Northern Trust and Gartmore. He was an MD of the German JV company NorthernTrust - Helaba Invest for three years.
Gordon was educated in the UK and speaks Dutch, German and French.

Program

6:30 PM Guest Arrival and Welcome Drinks
7:00 PM Seated for Dinner
7:05 PM Service begins followed by Presentation and Discussion

Over dinner, the team from Eastspring Investments will discuss Disciplined Value investing in Emerging Market equities.

Speaker

Andrew Cormie, Head of Global Emerging Markets & Regional Asia Value equity team
9:00 PM End

mallowstreet Dinner: Will Value Continue to Outperform in Emerging Market Equities?

Speakers

Program

6:30 PM Guest Arrival and Welcome Drinks

7:00 PM Seated for Dinner

7:05 PM Service begins followed by Presentation and Discussion

Speaker

9:00 PM End