Sudarshan Murthy: ‘These Countries Are in Much Better Shape Than They Were 10 Years Back’

The Long View

Morningstar

Finance, Dan Lefkovitz, Amy Arnott, Entrepreneurship, Investing Leaders, Jeff Ptak, Investors, Christine Benz, Influential Investors, Careers, Long-term Investing, Financial Services, Business, Investing, Morningstar

4.5 • 775 Ratings

🗓️ 25 March 2025

⏱️ 33 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

A global investor sees opportunity in emerging markets.

Transcript

Click on a timestamp to play from that location

0:00.0	At Jackson, we've created a digital retirement planning experience with you and mine.
0:05.5	Visit jackson.com to explore our easy-to-understand resources and user-friendly tools
0:10.1	that are designed to enable financial professionals and clients to plan a path to financial freedom.
0:15.5	Jackson is short for Jackson Financial Incorporated, Jackson National Life Insurance Company, Lansing, Michigan,
0:20.5	and Jackson National Life Insurance Company of New York, purchase New York.
0:26.6	Please stay tuned for important disclosure information at the conclusion of this episode.
0:32.9	Hi, and welcome to the Longview. I'm Dan Lefkowitz, strategist from Morningstar Indexes.
0:37.7	Our guest this week is Sudarshan Murti from GQG partners.
0:41.5	Sudarshan is a co-portfolio-manager on all GQG investment strategies,
0:45.4	which include global equities, U.S. equities, and emerging markets.
0:49.2	Before joining GQG in 2016,
0:51.6	Sudarshan worked as an Asian equities analyst for Matthews International, and he was also a sell-side researcher at Sanford Bernstein.
0:58.2	Before his investment career, Sudarshan worked in IT services at Infosys Technologies and in banking.
1:03.9	He holds degrees from the National Institute of Technology in India, the Indian Institute of Management, and the Wharton School at the University of Pennsylvania.
1:12.0	Sudarshan, thank you so much for joining us on the Longview.
1:14.7	Thank you for having me here.
1:16.7	Absolutely.
1:17.8	So you are a co-portfolio manager on all of GQG's investment strategies with Rajiv Jane and others on the team.
1:24.6	So you manage global equities in U.S. and emerging markets.
1:28.0	Maybe you can talk a little bit about the pros and cons of having such a broad investment
1:31.8	remit versus specializing as you've done in previous roles in a particular region or a particular market.
1:38.4	Yeah.
	...

Transcript will be available on the free plan in -1 days. Upgrade to see the full transcript now.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Morningstar, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Morningstar and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.