Emerging markets have long been a hotbed of opportunity for savvy investors looking to capitalize on the growth potential and untapped resources of developing economies. While many fund managers emphasize the importance of being at the heart of the market and investing in companies they know well, Jens Barnevik takes a different approach.
Sitting a thousand miles away from his holdings in the far reaches of Asia, Barnevik navigates linguistic barriers and occasional gaps in company information with ease. Despite the distance, he paints a vivid picture of various businesses and exotic corporate cultures, showcasing a deep understanding that belies his physical location.
Managing an impressive 2.6 billion kronor in the Swedbank Robur Small Cap Emerging Markets fund, Barnevik is a one-man show, juggling the complexities of diverse markets and industries with finesse. “I could be traveling all the time, but I’m a bit of a one-man band and can’t be everywhere at once,” he explains.
For Barnevik, his globe-trotting ways are nothing new. Growing up in the shadow of his father, legendary business leader Percy Barnevik, he was exposed to the world of international business from a young age. “We traveled all over the world, and I would sometimes tag along and meet local managers. My whole life, I’ve lived as an emerging markets fund manager, so it’s no surprise that I eventually became one,” Barnevik reflects.
Drawing on his upbringing and experiences, Barnevik brings a unique perspective to his role as a fund manager. His ability to immerse himself in unfamiliar territories and decipher complex business landscapes sets him apart in the competitive world of emerging markets investing.
The Swedbank Robur Small Cap Emerging Markets fund, under Barnevik’s expert guidance, has seen its fair share of ups and downs. With a current performance of -2% this year, -5% over the past year, and an impressive +23% over the last three years, the fund has delivered solid returns since its inception in 2019, boasting a remarkable +61% growth rate.
Despite the challenges of managing a geographically diverse portfolio, Barnevik’s deep-seated passion for emerging markets and his hands-on approach to investing have proven to be invaluable assets. With a keen eye for detail and a knack for uncovering hidden gems in the market, he continues to chart a successful course for his investors, one exotic business culture at a time.
As he navigates the ever-changing landscape of emerging markets, Jens Barnevik stands as a testament to the power of perseverance, adaptability, and a true passion for the world of finance. In a world where information is king and speed is of the essence, his steadfast commitment to thorough research and hands-on management sets him apart as a force to be reckoned with in the world of global investing.