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Emerging Markets equities
We’ve been managing dedicated emerging markets portfolios for three decades. We are targeting a wide range of growing emerging market companies.
Why invest in emerging markets?
Emerging markets can give you access to many of the world’s most dynamic, high-growth companies. Over the past two decades, the breadth and quality of these businesses have significantly improved, and the economies themselves have become more robust. However, not all opportunities are equal. With our extensive experience and unique approach, we strive to pick only the fastest-growing businesses from a diverse range of countries and industries for you.
How do we invest in emerging markets?
We consistently find that the companies which outperform are those that grow their profits faster than the market in hard currency terms over several years.
Our goal is to discover these businesses, assess their long-term growth potential and then patiently hold them, allowing our research-driven decisions to generate returns for you.
Emerging market strategies
Emerging Markets All CapOur longest-standing Global Emerging Markets portfolio, targeting the world’s best Emerging Market companies with a diversified approach.
Emerging Markets Concentrated GrowthA highly concentrated Emerging Markets portfolio, our purest form of Emerging Markets stock-picking.
Emerging Markets ex ChinaSeeking to provide exposure to the best Emerging Market opportunities outside of China, an increasingly common consideration for investors.
Emerging Markets Leading CompaniesA more concentrated Global Emerging Markets portfolio of 35-60 stocks. Seeking strong opportunities to own for the long term.
All our investment capabilities
Core growthLarge, diverse portfolios of growth-focused holdings built with benchmarks and reduced volatility in mind.
Equity and multi-asset incomeSeeking both dependable income and long-term capital growth.
Fixed incomeTargeting company and government bonds with a focus on long-term outcomes.
Flexible growthPortfolios containing a mix of firms focused on disruption, steady compounding and timely capital allocation.
High growthConcentrated portfolios of fast-growth companies, typically holding between 25 and 50 stocks.