Insight: Portfolio Selection in Developing Markets
A new insight article authored by members of our investment team, Moyosore Babalola, Doubra Eghaghe, Oti Ilentamhen, and Yewande Adewusi, explores the strategies the team at Alitheia Capital utilises to identify attractive industries and businesses to invest in and mitigate macro-level risks. The authors note that assets in developing markets present a different risk profile compared to those in developed markets […]
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