Michael Bourke Email & Phone Number

Where are these Emerging Markets ? 15 years of studying, learning, analysing and investing in corporate and economic change. Passionate about economic development and progress. We are witness to the most profound change in the global balance of economic power - EM economies represent close to half the world’s GDP today and c.15% of the world’s equity market capitalisation. That continues to change as EMs outgrow DMs and local companies rise to challenge Western incumbents. Investment philosophy = Cash Flow Returns vs Valuations + Governance practices across all capital, environmental and social matters.Change is happening - Engagement matters.Also, process discipline, and whatever it takes to build effective investment teams of like-minded individuals to deliver.