General Investing >> Money Manager Interviews >> November 29, 2019

Generating Income from Good-Quality Asian Equities

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 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
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TWST: Could you tell me about the firm?

Mr. Morton: We are a value investor in Asian equities, which makes us a little unusual because most