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Edison issues report on Templeton Emerging Markets IT (TEM)
Edison Investment Research Limited Edison issues report on Templeton Emerging Markets IT (TEM) 02-Jul-2024 / 09:03 GMT/BST The issuer is solely responsible for the content of this announcement. London, UK, 2 Juli 2024 Edison issues report on Templeton Emerging Markets IT (TEM) to view the full report. All reports published by Edison are available to download free of charge from its website Edison is authorised and regulated by the . Edison is not an adviser or broker-dealer and does not provide investment advice. Edison’s reports are not solicitations to buy or sell...
- Pedro Fonseca
Templeton Emerging Markets Investment Trust - Proactive board seeking ...
Templeton Emerging Markets Investment Trust’s (TEMIT’s) board is frustrated by the company’s persistently wide discount so it has announced a series of measures aimed at increasing demand for the trust’s shares. These are an acceleration in share repurchases, a commitment to at least maintaining the current annual dividend, a conditional 25% performance-related tender offer and a phased reduction in management fees. TEMIT’s two managers, Chetan Sehgal (lead manager) and Andrew Ness, remain posit...
Edison issues Update on Templeton Emerging Markets IT (TEMIT) – Under-...
Edison Investment Research Limited Edison issues Update on Templeton Emerging Markets IT (TEMIT) – Under-owned, undervalued & under-appreciated. 13-Dec-2023 / 16:55 GMT/BST The issuer is solely responsible for the content of this announcement. London, UK, 13 December 2023 Edison issues Update on Templeton Emerging Markets IT (TEMIT) – Under-owned, undervalued & under-appreciated. Templeton Emerging Markets Investment Trust’s (TEMIT’s) co-managers Chetan Sehgal (lead manager) and Andrew Ness consider that the case for emerging markets is not well understood. Hence, they be...
- Pedro Fonseca
Templeton Emerging Markets Investment Trust - Under-owned, undervalued...
Templeton Emerging Markets Investment Trust’s (TEMIT’s) co-managers Chetan Sehgal (lead manager) and Andrew Ness consider that the case for emerging markets is not well understood. Hence, they believe that the regions remain under-owned, undervalued and under-appreciated, which provides an interesting opportunity for global investors. There are several powerful trends supporting the superior economic growth prospects of emerging markets versus those in developed regions, including demographics, ...
- Pedro Fonseca
Templeton Emerging Markets Investment Trust - Managers keeping the fai...
Templeton Emerging Markets Investment Trust (TEMIT) benefits from the extensive experience of co-managers Chetan Sehgal (lead manager) and Andrew Ness. The trust’s performance has turned a corner as its results tend to be better during periods when share prices are driven by company fundamentals, which are the driver of long-term equity returns, rather than macroeconomic factors. Emerging markets offer a broad range of investment opportunities and are home to a growing number of world-class, lea...
- Pedro Fonseca
Templeton Emerging Markets Investment Trust - Fundamentals once again ...
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...
- Pedro Fonseca
Templeton Emerging Markets Investment Trust - Good opportunity to revi...
Templeton Emerging Markets Investment Trust (TEMIT) has experienced a difficult period of performance in recent quarters as investors have focused on the tough macroeconomic backdrop rather than on individual company fundamentals. However, managers Chetan Sehgal (lead manager) and Andrew Ness are confident in the long-term strategy of investing in companies with sustainable earnings power that are trading at a discount to their estimated intrinsic values. They believe emerging markets are under-...
- Pedro Fonseca
Templeton Emerging Markets Investment Trust - Sticking to process – po...
Templeton Emerging Markets Investment Trust (TEMIT) is a very large and well-established fund run by experienced managers, Chetan Sehgal (lead manager) and Andrew Ness. Despite a tough period of performance since Q221 due to macroeconomic developments, the managers are sticking to their long-term strategy of investing in companies with sustainable earnings power that are trading at a discount to their estimated intrinsic values. Sehgal and Ness remain positive on the prospects for emerging marke...
- Pedro Fonseca
Templeton Emerging Markets Investment Trust - Broad opportunities in p...
Templeton Emerging Markets Investment Trust (TEMIT) is by far the largest fund in the AIC Global Emerging Markets sector. Its two managers Chetan Sehgal (lead manager) and Andrew Ness seek companies with robust business models, sustainable earnings growth potential and which are trading at a discount to their estimated intrinsic values. The managers’ considerable experience, coupled with the deep resources of a broad investment team, enables them to identify interesting opportunities that may be...
- Pedro Fonseca
Templeton Emerging Markets Investment Trust - Broad opportunities in p...
Templeton Emerging Markets Investment Trust (TEMIT) is by far the largest fund in the AIC Global Emerging Markets sector. Its two managers Chetan Sehgal (lead manager) and Andrew Ness seek companies with robust business models, sustainable earnings growth potential and which are trading at a discount to their estimated intrinsic values. The managers’ considerable experience, coupled with the deep resources of a broad investment team, enables them to identify interesting opportunities that may be...
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