General Investing >> Money Manager Interviews >> July 13, 2017
China’s Economy Shifting from Investment Focus to Consumer Spending
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 was a subadviser to Mackenzie Cundill between 1996 and 2018. He is an accomplished author, editor and investment columnist. Mr. Morton holds a degree in law from Trinity Hall, Cambridge University and an M.A. in third-world economics as well as an MBA from Stanford University. Profile
TWST: Could you tell me a little bit about the company?
Mr. Morton: Yes. We are a value-based equity long-only investor. We run several different variants of