First state investment's Angus Tulloch's aa-rated fund outperforms peers with bid-t0-offer return of 58% over the three years to 25 March 2002
First State's Angus Tulloch believes success as an emerging markets investor rests on rating companies according to their quality and assets. It is an area that is attracting fresh notice because of its recent attractive returns. Emerging market portfolios have been among the best-performing funds in the entire funds universe, both on a three-year and a three-month view. As other markets become fully priced, Tulloch is optimistic about the relative potential upside to emerging market equities. In addition, he is confident that increased investor appetite for the region is not out o...
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