Main menu
Edison Group
  • Home
  • Sparks
  • Equities

    Equities

    View All Equities

    Equities by Sector

    YXT.com

    MCap

    USD127m

    Last close

    USD23.43

    ▲ 20.23 (632.19%)

    Northern Data Group

    MCap

    EUR486m

    Last close

    EUR7.56

    ▲ 2.33 (44.59%)

    Bodycote

    MCap

    GBP1,572m

    Last close

    GBP9.23

    ▲ 173.00 (23.07%)

  • Sectors

    Sectors

  • Megatrends

    Megatrends

  • Thematics

    Thematics

    View All Thematics

    Latest

  • Audiovisual

    Audiovisual

    View All Audiovisual

    Latest

Templeton Emerging Markets Investment Trust in 60 seconds

Templeton Emerging Markets Investment Trust in 60 seconds

Templeton Emerging Markets Investment Trust — 2 videos in collection

More on this equity

Edison’s investment companies team recently published a review of Templeton Emerging Markets Investment Trust (known as TEMIT). Its managers Chetan Sehgal and Andrew Ness believe that emerging markets offer an attractive opportunity for investors as they consider they are under-owned, underestimated and undervalued. TEMIT’s board does not believe that the trust’s persistently wide discount reflects its strong long-term outperformance of the MSCI Emerging Markets Index, so has increased the scale of returns to investors via a combination of share repurchases, dividends and a conditional tender offer, along with a reduction in management fees. Sehgal and Ness seek companies with sustainable earnings power that are trading at a discount to their intrinsic worth. They are not constrained by benchmark allocations, which is evidenced by an overweight exposure to South Korea and underweight positions in India and China.

< Previous
Next >

You may also be interested in these:

Investment Companies

Templeton Emerging Markets Investment Trust in 60 seconds
Cookie Policy Overview
Edison Group

This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping us understand which section of the website you find more interesting and useful. See our Cookie Policy for more information.

Strictly necessary and functional

These cookies are used to deliver our website and content. Strictly necessary cookies relate to our hosting environment, and functional cookies are used to facilitate social logins, social sharing and rich-media content embeds.

Advertising

Advertising Cookies collect information about your browsing habits such as the pages you visit and links you follow. These audience insights are used to make our website more relevant.

Performance

Performance Cookies collect anonymous information designed to help us improve the site and respond to the needs of our audiences. We use this information to make our site faster, more relevant and improve the navigation for all users.