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.
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Core, integrated approach to global equity investing through country/currency, sector/thematic and stock decisions.
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Core portfolio of quality growth companies, seeking to deliver on financial objectives and sustainability through thematic alignment.
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