I have waited a long time for the right guest, at the right time, to dive into emerging markets. Sam Polyak is an international stock and emerging markets portfolio manager with Fidelity Investments. This interview is specifically about emerging markets stock investing and the Fidelity Advisor Focused Emerging Markets fund. Sam comes to the interview with decades of international and emerging markets stock experience, and the knowledge that comes from managing portfolios at one of the most respected investment firms that we know of.

This interview is not to be missed. We cover why active management in the emerging markets space, the importance of concentrating in this environment, valuations, growth opportunities, and, of course, China. I am so proud and honored to bring you this podcast. So, tune in and enjoy your commute, your walk, or your workout.

As always, you can reach out to me at Frontier Asset Management if this spurs any questions or warrants further discussion.

I think this Podcast is going to blow you away. I was left speechless.

The implications of AI are truly outstanding. And we don’t know of any investment firm that is more of the forefront of this revolution than Alger.

You are in for a treat, so tune in for a fascinating ride.

I have been waiting a long time to host a quality podcast about value investing. As most of you know, the investment world has been dominated by growth and technology themes over the last 2 years. But how does that leave the rest of the investable universe? Value stocks, small stocks, international stocks, and especially emerging markets stocks have been left behind by a very narrow thematic flow of capital to just seven stocks. Are value stocks and value themes now a bargain here? Is international investing still relevant? And where can investors look for future outsized returns? These are just a few of the topics that we will uncover.

To answer these questions, I am honored to have had the opportunity to interview the value investing icon Rich Pzena. Rich is the founder of Pzena Investment Management, is an icon in value investing circles, and is a wealth of wisdom and personality.

Go sit in traffic, walk the dog, or just take a breather and listen in to this engaging interview.