From Morningstar: 2024-06-24 07:20:00

James Johnstone, Portfolio Manager of the Redwheel Next Generation Emerging Markets Equity Fund, discusses his investment strategy focused on growth at a reasonable price over the next 10 to 20 years, citing the success of Taiwan Semiconductor Manufacturing Company (TSMC). He highlights the biggest investment opportunities for 2024 in emerging markets and the risks of geopolitical tensions affecting the global economy. Johnstone shares his inspiring work experiences, long-term investment choices, and his skepticism towards crypto investments. He emphasizes the role of active managers in a passive and quant-driven market, and his unpopular opinion on the need for increased investment in frontier markets. Johnstone predicts the future of asset management and the importance of social factors in assessing returns, along with his engaging personal life outside of fund management.



Read more at Morningstar: 13 Questions for Redwheel’s James Johnstone