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OTA LEADERSHIP INDEX

Christine Phillpotts

ARCHETYPE

The Navigator

Judgement in the fog, money, risk and the call others cannot make.

Christine Phillpotts navigates emerging markets on two channels at once, layering stock-specific conviction atop careful macroeconomic terrain reading, which is precisely why the Ariel Investments portfolio manager reads as The Navigator. Her contrarianism, taking route two, three and four, is not rebellion but a disciplined method for surfacing what others overlook. And her insistence on value with a catalyst means she plots exact entry points rather than drifting on broad thematic currents.

IN THEIR WORDS, WHY NAVIGATOR

We're bottoms up investors at the end of the day. About fifty to sixty percent of our active risk is from idiosynchronic or stock specific drivers. That being said, neighborhood matters, particularly in emerging markets.

EXPLAINING BOTTOM-UP STOCK SELECTION PROCESS

I tend to be the type of person that if everyone's going in Route one, I want to go into Route two, three and four — to not be with the herd and see what else is happening that people may be overlooking.

ON CHOOSING EMERGING OVER DEVELOPED MARKETS

We're looking for stocks that meet that criteria, and ultimately country overweights and underweights are really driven by that stock selection approach — value with a catalyst, not just value alone.

DESCRIBING PORTFOLIO CONSTRUCTION PHILOSOPHY

MASTERS IN BUSINESS

Masters in Business: “Christine Phillpotts on Investing in Emerging Markets”

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Christine's full six-dimension Leadership Index profile is held pending their validation. The archetype shown is the OTA analyst-rated read. How we read a leader →

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