We translate macro-thematic research and fundamental bottom-up analysis into a growth-oriented portfolio.

The Emerging Markets Equity Team, part of our Active Fundamental Equity capability, bases its investment philosophy on proprietary research that shows how both country-level and stock-specific factors can drive risks and returns in emerging markets. To add value, the team seeks to integrate top-down country allocation and bottom-up stock selection with a growth bias. The team consists of portfolio managers and research analysts based in New York and Singapore as well as research analysts and portfolio advisors located in Mumbai. The team believes that their extensive collective investment experience over the course of various market cycles enables better investment decisions and can help generate attractive long-term returns.

 

Effective November 11, 2021, Amy Oldenburg was appointed as the Head of Emerging Markets Equity. Ruchir Sharma, the former Head of Emerging Markets Equity, relinquished portfolio management responsibilities effective December 31, 2021.

 
 
 
 
Strategies
Invests primarily in equity securities of non-U.S. issuers with the goal of long-term capital appreciation.  
Invests in the China A-share companies that have a sustainable growth profile and a high or increasing return potential.  
Invests in leading companies operating in emerging markets positioned to potentially benefit from future drivers of growth.  
Invests in emerging market equities with a growth bias, seeking attractive long-term, risk-adjusted returns.  
Invests in Indian equities with a growth bias, seeking to deliver long-term, risk-adjusted returns.  
Invests in growth-oriented equity securities in overlooked frontier and emerging markets that are in the early stages of the digital revolution.  
 
 

 

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モルガン・スタンレー・インベストメント・マネジメント株式会社
金融商品取引業者 関東財務局長(金商)第410号

加入協会:日本証券業協会、一般社団法人投資信託協会、
一般社団法人日本投資顧問業協会、一般社団法人第二種金融商品取引業協会


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