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Emerging Markets & Asia

Exploiting the power of fundamental change across a range of global emerging market and Asian equity strategies.

 

Our conviction is built on bottom-up insights, not by making bold calls on the macro economy, market direction, or sector leadership. Our distinctive, team-based, research-driven culture and differentiated investment approach results in informational, analytical, and behavioral competitive advantages resulting in portfolios that provide outperformance potential, a compelling value proposition.

 

Our emerging markets and Asian equity strategies are primarily co-managed by Mihail Dobrinov, CFA; Mohammed Zaidi; and Alan Wang, CFA. Specific company research recommendations and essential insights into industry trends are provided by our dedicated emerging markets research analyst team. Importantly, all aspects of our team, process, platforms, and the strategies we manage are globally unified and built to maximize our stock selection opportunity set and portfolio construction expertise across developed and emerging markets worldwide, companies large and small. 

 

Like all our active strategies, we seek companies demonstrating positive fundamental change, with exploitable expectation gaps, at attractive relative valuations ensuring consistency with our investment philosophy and objective of exploiting market anomalies. Consistent across strategies is our approach to evaluating and selecting stocks from a broad investment universe and constructing portfolios in alignment with specific objectives and risk management parameters.

 

Investing in companies that are domiciled in or primarily conduct business in emerging markets around the globe, aiming to generate annualized outperformance over full market cycles relative to the MSCI Emerging Markets Index.

Investing in companies domiciled in Hong Kong and the H-shares of companies domiciled in mainland China, aiming to generate annualized outperformance over full market cycles relative to a customized index.

Investing in companies domiciled in the developed (ex-Japan) and emerging market countries of Asia, aiming to generate annualized outperformance over full market cycles relative to the MSCI AC Far East ex-Japan Index.

Investing in companies that are either domiciled or primarily conduct business in the emerging markets of Asia, aiming to generate annualized outperformance over full market cycles relative to the MSCI Emerging Markets Asia Index.   

Investing in companies domiciled in the developed (ex-Japan) and emerging markets of the Asia Pacific region, aiming to generate annualized outperformance over full market cycles relative to the MSCI AC Asia Pacific ex-Japan Index. 

Investing in the H-shares of mainland China companies, aiming to generate annualized outperformance over full market cycles relative to the MSCI China Index.