Superfluous Value on Tour: Ashmore Plc

Hi all,

I guest wrote an article for my friend Olivier while he is enjoying a sunny August in Barcelona.

I dig into UK fund manager Ashmore Plc, who specialise in EM debt and have seen their share price crater in recent years. Despite this, the company maintains excellent cash generation, a pristine balance sheet and an 8.5% dividend. I believe it can see huge upside this decade as its style comes back into favour.

Please check it out at the Emerging Value Substack:

Guest post: Ashmore Plc: Not Another UK Financial

Thanks for reading and don’t hesitate with any feedback,

Guy