Transcription of Investment Team Travelogue - thornburg.com
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Investment Team Travelogue - thornburg.com
Investment TeamTravelogue2 | Investment Team Travelogue : ChinaQ: What was your expectation for investing ideas going into the trip?Charlie Wilson: Th e goal for the trip was to learn about change in Chinese policy on heavy industry and environmental improvements, but I was open to where the facts would lead me. Th e fl exibility of the Th ornburg process always gives us the freedom to search for the best ideas. In this case, clean energy specialists would have been restricted by the structure of their team to ideas in solar, wind, or batteries. Th ey would not be able to leave with the view the best Investment might be a bank. Often, when we go on trips, we meet with management of companies we own, and prospect for new ideas. Th e fi rst part of the week, I attended a Morgan Stanley tech conference touch-ing on artifi cial intelligence, autonomous driving, and e-commerce and the impact on the Chinese and global economy.
Q&A with Charlie Wilson, phd | 3 The government is successfully making that switch from debt-funded, fixed- asset investment. One of the …
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