I’ve recently deployed capital to three attractive PVT investment opportunities in Mexico within the R&M International High Alpha strategy. These ideas were identified through our stock selection process after Mexico was flagged, amongst other emerging markets, by our quarterly top-down Country Cycle work as being a stock market offering an attractive investment environment.

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It seems apt that as post-Brexit trade talks between the UK and EU supposedly hang in the balance over the niche but highly emotive topic of fishing rights, I should explain how we seek to fish for our quality investments in less crowded waters to generate long-term value for clients.

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