Instead of attempting to outsmart the market, Ivo Kovachev rides stocks' momentum.
While many fund managers aim to buy beaten-down stocks before they rebound, Kovachev goes against the grain by riding momentum in markets.
"We are humble guys — we listen to the market," Kovachev said in a recent interview with Insider.
As its name suggests, Kovachev's JOHCM Emerging Markets Discovery Fund sticks to unnoticed stocks in developing international markets.
Fortunately for stocks in emerging markets, Kovachev said their interest rates can finally fall as inflation declines alongside oil prices.
Persons:
Ivo Kovachev, Kovachev, it's, Stephen Lew, Emery Brewer, J, he's
Organizations:
Market, Discovery Fund, J O Hambro Capital Management, Nvidia, Voltronic Power Technology, Ink Holdings, KPIT Technologies, Narayana
Locations:
Taiwan, China, Korea, India