Charles Jillings, CEO of Utilico Emerging Markets Trust, explains why he's re-energized by the investment opportunities across Latin America having just returned from his annual trip to emerging countries such as Brazil, Columbia and Mexico.
Charles reports that despite travelling to Latin America for more than 20 years, he is more energized than ever to be investing in emerging countries such as Brazil, Columbia and Mexico and believes there is more investment opportunities across LatAm than people outside the region recognise.
In this interview Charles discusses the investment opportunities he and his team witnessed from over 50 meetings on their annual visit to Latin America and investors will hear about:
• Why Brazil has invested heavily in infrastructure
• How that investment has powered Utilico’s Top 10 equity investments Brazil
• How the nearshoring trend has underpinned Mexico’s rapid growth
• Why UEM’s investments have outperformed the Latin America index since inception
“I've been going to Latin America for the last 20 years. Every time I come back, I'm more energized. This time was certainly different as there is way more momentum being achieved in Latin America than people recognize from the outside and I was hugely impressed.” explained Charles Jillings, CEO, Utilico Emerging Markets Trust.
UEM’s investment objective is to grow long-term returns by investing in infrastructure, utilities and related equities in emerging markets.
Reasons to add UEM to your Watchlist:
1) Emerging Markets have much stronger GDP growth then Western nations
2) UEM offers UK investors exposure to a diversified portfolio of 80-85 companies
3) UEM Fund up 12.5% to end of March 2024
4) UEM Annual yield of almost 4%
5) UEM is trading at near 5-year high discount to NAV.
6) UEM share buyback scheme continues
7) The closed-end fund is 100% invested in Emerging Markets
Charles Jillings, CEO of Utilico Emerging Markets Trust was interviewed by Donald Leggatt, IR Media Director at focusIR.
#uem #investmenttrust #emergingmarkets
Utilico Emerging Markets (UEM)