Focus on the Brightest Stars in the Emerging Markets Universe

According to Heidi, part of finding the most promising long-term small- and mid-cap emerging markets investment opportunities is partly a process of elimination.

She says factors such as a stagnating business or heavily regulated industry help her weed out the companies she does not want in her portfolio. By the same token, that helps her zero-in on companies that appear to have the innovative, disruptive business models and long-term growth potential she seeks.

Learn more about how Heidi distinguishes between companies with good business ideas and great companies that seem able to execute those ideas.

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