Institutions must ignore the best investor choices here.

PaulRen's picture

Most institutional funds are just too big (i.e. on asset under mgt.) in size to take advantage of many emerging counties' investor jewels.  Fact is, many of SE Asia successful companies' are medium or smaller in mkt. cap. size.  So then, de facto, not qualify on daily shares traded' liquidity requirements by such bloated institutional funds.  Result is: such institutional funds chase the same "crowded trades" around the few large(st) cap. stocks, which then do meet their mega liquidity then ignoring the "diamonds in the rough" which are "less filling while taste great". Investor wise.