Vera German

Vera German

Fund Manager, Equity Value

Latest

China’s latest Covid crisis, war in Ukraine: observations for investors

30/11/2022

Emerging markets now offer investors an exciting case of déjà vu

26/01/2022

November 2021

Podcast Transcript - Russell Napier

22/11/2021

0 Min Perspective

Three lessons from 12 months of turbulence in emerging markets

16/11/2021

September 2021

Why the price you pay is always wrong – with Tom Slater

07/09/2021

Clustering round an index can guarantee mediocrity – with Tom Slater

06/09/2021

Yes, things can go wrong – but what if they go right? With Tom Slater

05/09/2021

February 2021

Will pressure on Chinese tech firms spark renewed interest in value stocks?

12/02/2021

Five thoughts on value in emerging markets

03/02/2021

March 2020

The movie version of a key value principle – with film-maker Santiago Zapata

03/03/2020

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