The Ledger

Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.

3statements match

2resolved → 0open claims → 1supported → 0contradicted →

why aren't all 3 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable

Assertion Supported

Graña: Up To a Third of the MSCI EM Index Is State-Owned

“Between a quarter and a third of the benchmark are state-owned enterprises. Think Gazprom, Rosneft, PetroChina, ICBC, Petrobras. Most of these companies that I hope you can appreciate are governance challenged.”

Daniel Graña Sep 30, 2021 ▶ 16:47 Daniel Graña – Janus Henderson Investors Emerging Markets Equity (Manager Meetings, EP.13)

Disclosure

Graña: Janus Henderson holds 35% to 45% in out-of-benchmark EM ideas

“We typically are between 35 and 45% of the portfolio in out of benchmark ideas.”

Daniel Graña Sep 30, 2021 ▶ 19:33 Daniel Graña – Janus Henderson Investors Emerging Markets Equity (Manager Meetings, EP.13)

Assertion Partly supported

Graña: Up to 98% of EM Capital Is Benchmarked to MSCI

“In emerging markets, between 95 and 98% Of the money managed in this asset class is benchmark against MSCI emerging markets.”

Daniel Graña Sep 30, 2021 ▶ 16:21 Daniel Graña – Janus Henderson Investors Emerging Markets Equity (Manager Meetings, EP.13)

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