How Polen Capital’s Emerging Market teams collaborate effectively

13th September, 2024 | Emerging Markets

Jean Maunoury, Deputy CEO and CIO of Research and Investment at iM Global Partner, engages with June Lui, Portfolio Manager & Analyst for Emerging Markets Growth at Polen Capital, to explore the team dynamics and strategic growth behind Polen’s Chinese equity strategy. June highlights the strength of her close-knit team in Hong Kong, emphasizing over eight years of collaboration, rigorous debate, and deep trust in evaluating Chinese companies. She explains how their synergy and shared investment philosophy contribute to a disciplined and fundamental approach to stock selection. June also discusses the value of collaboration with Polen’s London-based emerging markets team, enriching their perspective on China with international insights. Finally, she shares the reasons behind joining Polen Capital, citing strong cultural alignment, a shared vision for global growth, and Polen’s commitment to building a world-class emerging markets platform with boots on the ground in China.