cash is king and 20 mil will help sp, page-29

huge investement and faith shown by Genesis 20 mil shares over 5% holder

Investment Philosophy

We believe that superior long-term investment returns in emerging markets equities are delivered by identifying underpriced companies through our own independent research and disciplined analysis, and using a bottom-up investment approach to create a diversified portfolio. We do not construct the portfolio with reference to an index, with the result that the portfolio can look very different from published emerging market indices.



As a firm, we are prepared to be patient, investing with a five-year time horizon. We believe that investment in emerging market equities is best made by a group of specialist and experienced investment professionals operating as a cohesive team.