General Investing >> Money Manager Interviews >> January 17, 2015

Long-Term Investing in Emerging Markets

Eswar C. Menon
Eswar C. Menon is a Portfolio Manager at Geneva Advisors, LLC. Mr. Menon was most recently a Portfolio Manager on the WHV Emerging Markets Equity and WHV International Small Cap strategies. He also served as an Analyst on the WHV Large Cap Core Equity strategy and the Assistant Product Manager for the WHV Small Cap Equity strategy. Prior to joining WHV in 2010, he founded Denahi Global Investments, LLC, an investment adviser that managed private funds focused on Asia. Previous to that, he held portfolio management positions at Loomis Sayles & Co., L.P. and Nicholas-Applegate Capital Management. Profile
TWST: You recently established an emerging market fund. What prompted that?

Mr. Menon: If you look at emerging markets, they have underperformed the S&P 500 over the last one, three