Transcript
Speaker: Edison's investment companies team recently published a review on Templeton Emerging Markets Investment Trust, known as Temit. The trust's performance has considerable momentum with strong absolute and relative returns in FY26 adding to a positive long-term record.
Speaker: Temit has outperformed its MSCI Emerging Markets Index benchmark and ranks highly versus its diversified peers. Chetan Segal and Andrew Ness follow a disciplined bottom-up strategy focusing on structural growth companies that are selling at a discount to their intrinsic values.
Speaker: Having made a successful call on the semiconductor companies, the managers are taking profits and redeploying capital elsewhere to diversify the portfolio.
