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In the final video in our Atlas series, David Naughtin, Portfolio Manager, describes the team’s research process and how they think about risk.

Opportunities for Investors

With over thirty years of experience in smaller emerging and frontier markets, our investment approach has always placed a strong emphasis on applying a strict macro overlay. This enables us to carefully identify the stocks that in our view benefit most from structural local reforms and avoid potential crises.

Following President Trump’s announcement on 2nd July, the United States has agreed to reduce tariffs on most Vietnamese exports to a level now estimated to be around 22% to 23%.

The energy transition comes with many structural growth and ESG considerations.

In the penultimate part of our Fiera Atlas video series, Neil Mitchell, Portfolio Manager, explores how the team construct the Atlas portfolio and their approach to diversification and risk.

Rob is a Senior Advisor. He brings over 40 years of investment management and tradingexperience to the firm and is now focused on growing the firm and brand internationally, from clients to partners, from new products to new teams. He continues to serve actively in his investment committee roles on multiple Fiera Credit Funds. Rob’s career has predominately been spent as Managing Partner of Clearwater Capital Partners, which he founded together with Amit Gupta in 2001 after the Asia Financial Crisis. Clearwater grew to be one […]