Templeton Emerging Markets Investment Trust - Fundamentals once again driving outperformance
Templeton Emerging Markets Investment Trust (TEMIT) has two very experienced managers: Chetan Sehgal (lead manager – based in Singapore) and Andrew Ness (based in Edinburgh). They are encouraged by the trust’s improved absolute and relative performance in recent months as investors are focusing more on company fundamentals rather than macroeconomic developments. The managers seek quality companies with high returns and sustainable business models that are trading at a discount to their intrinsic values and TEMIT’s resulting portfolio is broadly diversified by geography, sector and market cap.
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