52: $520 Million Frontier & Emerging Markets Specialists Jonathan Binder and Charlie Cassel Co-Founders of Consilium Investment Management | The Importance of High Conviction Strategies | Why Benchmarks in EM Are a Problem | “Meet the Boutique” Series

31/07/2024 59 min Episodio 52
52: $520 Million Frontier & Emerging Markets Specialists Jonathan Binder and Charlie Cassel Co-Founders of Consilium Investment Management | The Importance of High Conviction Strategies | Why Benchmarks in EM Are a Problem | “Meet the Boutique” Series

Listen "52: $520 Million Frontier & Emerging Markets Specialists Jonathan Binder and Charlie Cassel Co-Founders of Consilium Investment Management | The Importance of High Conviction Strategies | Why Benchmarks in EM Are a Problem | “Meet the Boutique” Series"

Episode Synopsis


If you’ve been dismissing frontier markets because they seem “too risky,” you’re missing out on a treasure trove of alpha. Take it from Consilium CIO Jonathan Binder and CEO Charlie Cassel. For 13+ years, they’ve managed to beat EM benchmark indexes time and time again. In this episode, they share their playbook for successful FM investing and break down:Misconceptions about risk in Frontier Market investing and their approach to risk managementWhy active management and a non-indexed approach is essential to successful FM investingHow most Global Emerging Markets managers are ill-equipped to invest in the EM and Frontier countries they invest inTheir process for crafting equity strategies that give their clients exposure to top-tier companies in overlooked markets poised for robust structural growth This is part 2 of our Meet the Boutique Series, where we’ll take you behind the scenes to see how top asset managers innovate and thrive.  Enjoy this episode? Hit subscribe! There are more exclusive webinars to come.  About Consilium Investment Management  Consilium Investment Management was founded in 2004 by Jonathan Binder, CIO, and Charles Cassel, CEO. With over 20 years in financial markets and asset management, they saw an opportunity to build an investment management business that would deliver above-average returns for its clients in the Frontier and Emerging Markets. They offer private funds and separately managed accounts exposed to Frontier and Emerging Markets that exploit specific opportunities overlooked by other managers. More information is available by visiting: consimllc.com
---Running a fund is hard enough.Ops shouldn’t be.Meet the team that makes it easier. | billiondollarbackstory.com/ultimus

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