YouSaid · the spoken record

Thomas Haugaard

lines on the record

51

first

2023-12-14

most recent

2023-12-14

sittings or episodes

1

sources

podcast

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1. “Guest on today's sponsored insight is Thomas Haugall, a portfolio manager on the emerging markets debt hard currency team at Janice Henderson Investors, where he helps manage $1.3 billion just one year into the team's tenure at JHI. Thomas spent the last decade in the strategy with the same team, a prior decade in emerging markets research, and a decade before that in academia studying emerging markets. Our conversation covers Thomas's path to investing, the opportunity set, and misconceptions of hard currency debt, and his team's approach to the sector. This is our third sponsored insight from Janice Henderson. Following conversations with Daniel Gragna on emerging market equities and Andy Acker on biotech. Those insights are replayed in the feed.”

   2023-12-14 · Capital Allocators · Thomas Haugaard - Hard Currency Emerging Markets Debt at JHI (EP.356) · IDENTIFIED FROM THE TRANSCRIPT · source