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114. Bull, Bear & Beyond – Templeton Emerging Markets Investment Trust in 60 seconds image

114. Bull, Bear & Beyond – Templeton Emerging Markets Investment Trust in 60 seconds

S1 E114 · Bull, Bear & Beyond by Edison Group
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5 Plays5 months ago

Edison’s investment companies team recently published a review on Templeton Emerging Markets Investment Trust (known as TEMIT). The trust’s two managers, Chetan Sehgal and Andrew Ness, have a straightforward investment strategy, focusing on companies with sustainable earnings power that are trading at a discount to their estimated intrinsic value. This approach has proved successful as TEMIT is ahead of its MSCI Emerging Markets Index benchmark over the last one, three, five and 10 years. The trust also ranks highly against its generalist peers.

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About ‘Bull, Bear & Beyond’

Bull, Bear & Beyond': features candid conversations with senior executives and from our own team of experts from across industries, exploring strategy, innovation, and the opportunities shaping their markets and 60-second pieces are a compressed summary of content designed to convey our message in a single, easily shareable hit.

About Edison:

Edison is a content-led IR business. We believe quality investment content should inform all investors, not just brokers. Our mission: engage and build bigger, better-informed investor audiences for our clients.

Edison covers 50+ investment trusts, read about them here: https://www.edisongroup.com/equities/investment-companies/

Original interview published on 05/08/2025 and reposted as a podcast

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Transcript

Overview of Temit's Review by Edison's Team

00:00:00
Speaker
Edison's investment companies team recently published a review on Templeton Emerging Markets Investment Trust, known as Temit.

Investment Strategy of Chetan Segal and Andrew Ness

00:00:08
Speaker
The Trust's two managers, Chetan Segal and Andrew Ness, have a straightforward investment strategy focusing on companies with sustainable earnings power which are trading at a discount to their estimated intrinsic value.

Temit's Performance Against MSCI Benchmark

00:00:21
Speaker
This approach has proved successful as Temit is ahead of its MSCI benchmark over the last 1, 3, 5 and 10 years.

Trust's Ranking Among Peers

00:00:31
Speaker
The Trust also ranks highly against its generalist peers.

Returns and Benefits of Emerging Markets

00:00:36
Speaker
Emerging markets have delivered an average 7-8% annual total return to shareholders, which the managers expect can continue, given above-average economic growth and relatively attractive valuations in the emerging market regions.
00:00:51
Speaker
Seagal and Ness are part of a well-resourced emerging markets team of more than 70 investment professionals based in 13 countries around the globe.