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 Evgueni Konovalenko, Managing Partner and Head of Business Development at emerging markets fixed income manager ProMeritum Investment Management LLP.
Konovalenko talks about the opportunities the firm looks to take advantage of (0:08); the role local networks play in ProMeritum’s investment process (1:02); how the firm judges which risks are excessive (2:17); ways to convince reluctant investors to get into emerging markets (3:16); the launch of the firm’s enhanced fund (4:08); the different themes of the fund (5:34); the current investment case for emerging markets (6:30); and the impact of tariffs (7:53).
