Most fund managers get their research in the comfort of a conference room. For Ami Kemppainen, investment decisions can entail long-haul flights followed by river boat rides.
The investor, who manages $88 million in Evli Emerging Frontier, recently travelled from Dubai to Vietnam, where a meeting with an energy company’s chief financial officer convinced him how a looming power-price increase would boost profit. Shares in PetroVietnam Nhon Trach 2 Power JSC, whose plant is carved out of the jungle two hours by boat from Ho Chi Minh City, have gained almost 40 percent since the June 2015 investment.
Peter Lindahl, Head of Multi-Asset, Evli Fund Management Company Ltd, tel. +358 9 4766 9317