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Wall Street emerging markets specialist since 1984. Managed proprietary and hedge fund portfolios of emerging market fixed income and equity investments. Currently managing personal investments in emerging markets, distressed equities, and plain vanilla domestic stocks. Focus on long term value and unloved stories.
Developed International Markets, Stocks - long
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Please Keep Your Eye Out for the Fat Lady (and see if she is singing)
Why Emerging Markets Are Likely to Underperform This Year