Rishikesh Patel is a specialist emerging market fund manager with BMO Global Asset Management so is used to the vagaries of the risk/reward equation in the asset class. Rather than doubling the analysis needed to run a growth and income portfolio, he sees some company characteristics such as cashflow and profit generation as a good indicator of the ability to provide both.
Here he outlines where he sees the best opportunities for each with a mandate that includes the ever-blurring line between emerging and frontier markets.
