Strategies
Active Fundamental Equity
Emerging Markets Small Cap Strategy
|
Emerging Markets Small Cap Strategy
|
Strategies
Active Fundamental Equity
Emerging Markets Small Cap Strategy
|
|
|
We focus on high-quality small cap investments across emerging and frontier markets, and seek the most compelling opportunities by building an actively managed, focused portfolio of companies positioned to benefit from these growth themes. To help achieve our objective, we combine top-down country allocation with bottom-up stock selection.
Country allocation |
The Strategy seeks to overweight countries whose growth, in the team’s opinion, will beat expectations, while underweighting problem countries. |
Growth bias |
The investment team thinks that future economic growth matters most for stock returns and looks to invest in quality companies with sustainable growth models. |
Universe differentiation |
The portfolio is concentrated in a range of 65 to 80 issuers and frontier countries are limited to 20% of total holdings. |
1 | Integrate top-down country allocation and bottom-up stock selection |
2 | Assess global economic conditions and apply cross-sectional analysis to determine portfolio allocations |
3 | Analyze dynamics, valuation and sentiment at both country and company levels |
4 | Identify quality management, return on equity and solid free cash flow generation |