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Fundsmith Emerging Equities Trust portfolio manager Michael O’Brien talks to interactive investor about his fund, including how he identifies investment opportunities, ethical considerations and the decision-making process.
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Fundsmith emerging equities trust manager Michael O’Brien believes companies selected with the Fundsmith ethos will still ultimately benefit from the trends that drive emerging market growth.
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FEET offers defensive and disciplined exposure to the globe’s fastest growing markets. Emerging economies are faring better than their developed market counterparts despite the US/China trade spat. We believe the best way to get exposure is via an actively-managed fund rather than picking stocks individually as you can lean on the expertise of a fund manager who has the right resources to properly research these markets.
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