In Alternative Views, Hedgeweek goes behind closed doors with those in the know to get the latest on hedge funds. In this episode we speak to Bradley Wickens, Founding Partner of emerging markets-focussed Broad Reach Investment Management, about the opportunities for hedge funds in this space.
Wickens discusses sourcing alpha in emerging markets (0:08); finding opportunities during periods of instability (4:35); dealing with markets which could only be around for the short term (7:58); building local knowledge (11:44); the impacts of shifts in US trade policy (14:03); and how Allocators’ views on emerging markets have changed over time (19:04).