Henry Seggerman is president of International Investment Advisors, and manages a Korea equity fund. His fund is up 38% on the year, and has outperformed the KOSPI in dollar terms by 20%. It also has an annualized five year return of 29%. According to Bloomberg it is the best performing among the 65 Korean equity funds it covers. Here the fund manager shares his views on what the new government should do.
You have spoken of the Embarrassing Korea Discount. What do you mean by that
Seggerman Recently the Korean stock market was trading on a PE ratio of 6.67 times, based on IBES estimated 2002...
