Published Sep 30, 2021

Daniel Graña – Janus Henderson Investors Emerging Markets Equity (Manager Meetings, EP.13)

Daniel Graña of Janus Henderson delves into the complexities of emerging markets equity strategies, addressing portfolio construction, governance, and government influence. With a focus on Vietnam, Brazil, and China, he provides valuable insights into risk management and sustainable investment amidst dynamic market environments.

Episode Highlights

Topics covered

Episode Highlights

Related Episodes

[REPLAY] Daniel Graña – Janus Henderson Investors Emerging Markets Equity (Manager Meetings, EP.13)
Answers 383 questions
Florian Bartunek – Equities in Brazil at Constellation Asset Management (Manager Meetings, EP.27)
Answers 383 questions
John-Austin Saviano – Emerging Managers and IC Governance (Capital Allocators, EP.294)
Answers 383 questions
Greg Jensen – Bridgewater Associates (Manager Meetings, EP.06)
Answers 383 questions
Bill Ford – General Atlantic (Manager Meetings, EP.03)
Answers 383 questions
Jeremy Grantham – GMO (Manager Meetings, EP.01)
Answers 383 questions
Jonathan Brolin – Edenbrook Capital (Manager Meetings, EP.14)
Answers 383 questions
Andrew Milgram – Mid-Market Distressed Investing at Marblegate (Manager Meetings EP.29)
Answers 383 questions
Justin Fishner- Wolfson - 137 Ventures (Manager Meetings, EP.25)
Answers 383 questions
Dan Rasmussen – Private Equity Risk and Public Equity Opportunity at Verdad Advisers (First Meeting, EP.15)
Answers 383 questions
Jan Garfinkle – Arboretum Ventures (Manager Meetings, EP.09)
Answers 383 questions
Himanshu Gulati – Antara Capital (Manager Meetings, EP.19)
Answers 383 questions
Jonathan Lewinsohn – Diameter Capital Partners (Manager Meetings, EP.05)
Answers 383 questions
Allan Jean-Baptiste and Marco DeMeireles – Under-covered Venture Markets and Teams at Ansa Capital (Manager Meetings, EP.36)
Answers 383 questions
Thomas Haugaard - Hard Currency Emerging Markets Debt at JHI (EP.356)
Answers 383 questions

Dexa/Capital Allocators – Inside the Institutional Investment Industry

Daniel Graña – Janus Henderson Investors Emerging Markets Equity (Manager Meetings, EP.13)

Topics covered

Popular Clips

Brazil and Vietnam Insights

Evolving Management Demands

Embracing Experience

Country Investment Assessment

Governance in Emerging Markets

Benchmarking Emerging Markets

Vietnam's Investment Potential

Investment Strategies Unveiled

Portfolio Construction Insights

Collaborative Investing Insights

Evolving Investment Strategies

Governance in Emerging Markets

Corporate Governance Insights

Embracing Change

Episode Highlights

Investment Strategy Development

Emerging Markets Governance

Country-Specific Insights

Related Episodes

[REPLAY] Daniel Graña – Janus Henderson Investors Emerging Markets Equity (Manager Meetings, EP.13)

Florian Bartunek – Equities in Brazil at Constellation Asset Management (Manager Meetings, EP.27)

John-Austin Saviano – Emerging Managers and IC Governance (Capital Allocators, EP.294)

Greg Jensen – Bridgewater Associates (Manager Meetings, EP.06)

Bill Ford – General Atlantic (Manager Meetings, EP.03)

Jeremy Grantham – GMO (Manager Meetings, EP.01)

Jonathan Brolin – Edenbrook Capital (Manager Meetings, EP.14)

Andrew Milgram – Mid-Market Distressed Investing at Marblegate (Manager Meetings EP.29)

Justin Fishner- Wolfson - 137 Ventures (Manager Meetings, EP.25)

Dan Rasmussen – Private Equity Risk and Public Equity Opportunity at Verdad Advisers (First Meeting, EP.15)

Jan Garfinkle – Arboretum Ventures (Manager Meetings, EP.09)

Himanshu Gulati – Antara Capital (Manager Meetings, EP.19)

Jonathan Lewinsohn – Diameter Capital Partners (Manager Meetings, EP.05)

Allan Jean-Baptiste and Marco DeMeireles – Under-covered Venture Markets and Teams at Ansa Capital (Manager Meetings, EP.36)

Thomas Haugaard - Hard Currency Emerging Markets Debt at JHI (EP.356)

Daniel Graña – Janus Henderson Investors Emerging Markets Equity (Manager Meetings, EP.13)

Topics covered

Popular Clips

Episode Highlights

Investment Strategy Development

Emerging Markets GovernanceDaniel Graña explores the intricate dynamics of governance, management evolution, and government influence in emerging markets. He shares insights on navigating these complexities to achieve sustainable investment outcomes.

Emerging Markets Governance

Country-Specific InsightsDaniel Graña explores the dynamic investment landscapes of Vietnam, Brazil, and China, highlighting both opportunities and challenges. He provides insights into strategic approaches for navigating these emerging markets.

Country-Specific Insights

Related Episodes