Emerging Market Stock Picking and Portfolio Management -- Live with Tassos Stassopoulos

Tassos Stassopoulos, managing partner and CIO of Trinetra IM, returns to Real Vision to discuss the second and third layers of his investment strategy. After sharing how he identifies investible trends in his first appearance, Stassopoulos will explain how he goes about identifying companies set to benefit from these trends; building positions in those companies, thinking about correlation and sizing; and finally, managing exits with both winners and losers when the time is right. To prepare for the interview, it is highly recommended that viewers watch Stassopoulos’ initial appearance from June of 2020 when he discusses the first layer of his process where he does on-the-ground research to identify consumer trends in emerging markets: https://rvtv.io/2QeLE2s

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