The Power of Capital: Generating Alpha & Impact in Emerging Markets

In this episode, we dive into the world of emerging and frontier market investing with Asha Mehta, founder and CIO at Global Delta Capital. Asha breaks down some of the unique characteristics of investing in these markets, as well as how she and her firm leverage data to more effectively time the entries and exits of positions that typically trade much less efficiently than securities in more traditional markets.Transitioning to a topic close to her heart, Asha discusses her passion for using investment capital to build sustainable ecosystems. Drawing on her early career experiences in microfinance and ESG investing, she highlights the power of capital, which also serves as the title and theme of her new book.Asha elaborates on some of the professional experiences that led her to her position today, including what she loved and loathed about her time in investment banking early in her career. She provides a number of valuable insights and recommendations for people thinking about career mobility in financial markets and asset management roles.Asha also discusses basic fund mechanics as well as some of the challenging aspects of the investment business, including alignment around a mission, team communication, and the importance of cognitive diversity.