Episode 98 – Introducing Patricia Perez-Coutts
June 2, 2022

Episode 98 – Introducing Patricia Perez-Coutts

In this episode Geoff Scott, Senior Vice President, Investments, hosts Patricia Perez-Coutts, Portfolio Manager of the Pender Emerging Markets Impact Fund.

Subtitle: A long-standing passion for investing in emerging markets.

In this episode Geoff Scott, Senior Vice President, Investments, hosts Patricia Perez-Coutts, Portfolio Manager of the Pender Emerging Markets Impact Fund. Patricia talks about her childhood curiosity for foreign countries and formative experiences in investment banking on her journey to becoming a portfolio manager. Patricia also discusses her passion for emerging markets, the Pender Emerging Markets Impact Fund and her investment strategy. She also shares some thoughts on inflation, rising interest rates and her take on the economies in certain countries. The podcast ends with a book recommendation from Patricia.

Key Takeaways

[01:01]Patricia discusses her childhood curiosity in foreign countries and her first exposure to investments and research.
[02:55]Geoff asks Patricia about what brought her to Pender.
[05:10]Patricia lays out her process for identifying opportunities in emerging markets.
[07:20]Geoff asks Patricia about the Pender Emerging Market Impact Fund and the kinds of businesses she plans to add to the portfolio. Patricia includes some examples.
[14:35]Patricia discusses how rising interest rates and persistent inflation have impacted the companies she is looking at.
[18:50]Geoff enquires how geopolitical factors in Europe are impacting the portfolio. How is Patricia adjusting to these variables?
[20:30]Patricia discusses China’s regulation of high-profile technology companies and her take on what the future holds for investing in the Chinese market.
[25:45]Given the current economic situation, Geoff asks Patricia for her outlook for emerging markets.
[28:50]Patricia provides a book recommendation.