In this week’s episode, Mary Spencer and Jacob Shah discuss ethnographic research and identifying growth opportunities in emerging markets with Tassos Stassopoulos, Founder, Managing Partner and CIO at Trinetra.
You can listen to the podcast online here or search for 'Investment Uncut' and review, rate and subscribe on Apple Podcasts, Spotify, Pocket Casts or SoundCloud.
Podcast Questions
What is ethnographic research, how it differs from the techniques used by a conventional fundamental analyst and how it can be used to identify the success stories of the future.
How this research allows you to go deep to understand the “why” behind trends and how this allows you to gain confidence you’ve identified big trends.
His recent research trip to China and his key takeaways.
Environmental, social and governance factors in this space and whether there’s more opportunities to focus on social factors given the focus on consumer trends.
The most surprising or impactful thing that Tassos’ research has unearthed so far.
The views expressed herein do not constitute research, investment advice or trade recommendations and do not necessarily represent the views of Trinetra Investment Management LLP and are subject to revision over time. Trinetra is authorised and regulated by the Financial Conduct Authority in the United Kingdom.