06 January 2023
Ross Cameron, Portfolio Manager from our EM specialist investment partner, Northcape Capital, recently spent two weeks on the road in South Korea and Japan.
The main focus of this trip was to research the electric vehicle (EV) and battery supply chains. Certain EM sectors are attractive for long-term investment, such as clean battery energy, particularly when the opportunity is domiciled in some of our preferred sovereigns.
Our EM portfolio has a direct exposure to this attractive structural growth opportunity through investments in Samsung SDI, Techtronic, Delta Electronics and Voltronic Power Technology.