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Emerging Markets Spotlight

James Syme provides his investment case for two Dubai-listed stocks currently held in the portfolio.

  • James Syme
13 Mar 2019
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View PDF   Download PDF  
  • Dubai has had a series of real estate booms and busts in the last 20 years and is undergoing a slowdown at present.
  • Within the portfolio, we own a unique retail property operator, with one of the highest quality portfolios in the world.
  • We feel there is nothing happening in Dubai beyond a downturn in the property market, and have confidence that our investments will, in time, prove to be highly profitable.
     

Disclaimer

Past performance is no guarantee of future performance.
The value of an investment and the income from it can fall as well as rise as a result of market and currency fluctuations and you may not get back the amount originally invested. Investing in companies in emerging markets involves higher risk than investing in established economies or securities markets. Emerging Markets may have less stable legal and political systems, which could affect the safe-keeping or value of assets. The Fund’s investments include shares in small-cap companies and these tend to be traded less frequently and in lower volumes than larger companies making them potentially less liquid and more volatile. The information contained herein including any expression of opinion is for information purposes only and is given on the understanding that it is not a recommendation. Issued and approved in the UK by J O Hambro Capital Management Limited, which is authorised and regulated by the Financial Conduct Authority. JOHCM® is a registered trademark of J O Hambro Capital Management Ltd. J O Hambro® is a registered trademark of Barnham Broom Holdings Ltd. Registered in England and Wales under No: 2176004. Registered address: Level 3, 1 St James’s Market, London SW1Y 4AH, United Kingdom.

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