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Michael Reynal is chief investment officer of Sophus Capital and a portfolio manager of the Victory Sophus Emerging Markets Fund, Victory Sophus Emerging Markets Small Cap Fund and Victory Sophus China Fund. The RS Investments Emerging Markets team was renamed Sophus Capital in July 2016 when RS Investments was acquired by Victory Capital. Sophus Capital is a Victory Capital investment franchise.
Michael began his investment career in 1991, managing equity investments in Latin America, the Mediterranean, the Balkans, and other regions. Most recently, he was a portfolio manager for Principal Global Investors, where he led the emerging markets team. He also oversaw both diversified emerging markets portfolios and specialized regional Asian equity strategies.
Michael holds a B.A. from Middlebury College, an M.A. from Christ’s College at University of Cambridge, and an M.B.A. from Amos Tuck School at Dartmouth College.
Plus, an update on China.
Economies pummelled in 2018 now offer opportunities.
Main growth drivers remain intact, but geopolitical issues are cropping up. (Runtime: 5 min, 48 sec; size: 2.73 MB)
A look at EM growth, politics and trends. (Runtime: 5 min, 57 sec; size: 2.79 MB)
When a company you're invested in gets bad press, what do you do?
As China's economy expands, focus on tech and the consumer.
Before investing in emerging markets, think about how you'll handle short-term political volatility.
There are four main drivers that will influence the performance of global emerging markets over the short and long term.
Developed markets are decelerating—despite years of central banks trying to boost these economies through quantitative easing and monetary policy—but emerging markets are growing.