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Today, we are pleased to introduce Rakesh Bordia, Principal and Portfolio Manager at Pzena Investment Management, an American firm with recognised expertise in deep value investing.

In this episode, Rakesh brings his understanding of emerging markets to the forefront, shedding light on Pzena's value approach to investing. He delves into the opportunities and challenges of investing in EM, sharing valuable insights on the crucial valuation metrics that Pzena considers.

Rakesh also emphasises the significance of a long-term horizon in EM value investing, providing strategic perspectives on stocks like Alibaba and JD.com and their potential impact on value investors in 2023.

Before joining Pzena in 2007, Rakesh served as a Principal at Booz Allen Hamilton, focusing on innovation and growth strategies. Enjoy!

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

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The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.