On today’s manager meeting, Ellen Ellison speaks with Jon Brolin. Ellen is the former Chief Investment Officer of the University of Illinois Foundation, which she joined in 2013 as the first leader of the now $2.4 billion Foundation. Jon is the Founder and Managing Partner of Edenbrook Capital, a $400 million manager of a concentrated portfolio of micro and small cap U.S. equities.  Edenbrook applies a private markets approach to public markets, intending to own and add value to its portfolio companies over a multi-year time horizon.  First, Ellen and I discuss how she came to find an off-the-run manager and some of her process in getting over the hurdle to allocate to what became a very successful partnership. Learn More Subscribe: Apple | Spotify | Google Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Read the transcripts

Today’s episode of Manager Meetings is our first sponsored show, with our friends at Janus Henderson Investors. I had the chance to speak with Daniel Graña, who is responsible for Janus Henderson’s emerging markets equity strategy. Janus Henderson is a leading global asset manager with $400 billion under management. Our conversation covers some stories of the wild west early days in emerging markets, Daniel’s strategy focusing on the intersection of good companies with good governance and good countries, portfolio construction, application of the process to China, benefits of aligning with a large organization when tackling emerging markets, and the case for emerging markets today. Learn More Subscribe: Apple | Spotify | Google Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Read the transcripts