General Investing >> Money Manager Interviews >> November 2, 2018

Buying Domestic Companies in China at Cheap Valuations

Morton, James
James Morton is Chief Investment Officer and a Portfolio Manager at Santa Lucia Asset Management Ltd. He has extensive expertise in recovering and small-cap companies, as well as emerging markets. Mr. Morton’s career in the investment industry began in 1985, and he has been a consultant to Mackenzie Cundill since 1996. He is an accomplished author, editor and investment columnist. Mr. Morton holds a degree in law from Trinity Hall, Cambridge University, an M.A. in third-world economics as well as an MBA from Stanford University. Profile
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TWST: Could you tell me a little bit about the firm?

Mr. Morton: We are an Asian value equity house. We run a number of value-based strategies