Global Emerging Markets Equity
The Global Emerging Markets Equity strategy seeks to provide long-term growth of capital
Primary Benchmark:
MSCI Emerging Markets Index
Strategy Facts
Strategy Inception: 10/7/2019
Strategy Highlights
- Invests primarily in equity securities of companies in global emerging markets
- Private-equity approach to research and investing with a long-term, ownership mindset
- Seeks distinctive insights through deep, bottom-up, fundamental research to identify high quality companies, and companies transitioning to become high quality, trading at significant discount to intrinsic value in industries experiencing secular growth
- Seeks to add value through bottom-up selection of a limited number of securities resulting in a high conviction, low turnover, concentrated portfolio of typically 30-40 stocks
- Risk management driven by deep research, valuation discipline and diversification across countries and sectors
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Primary Benchmark: NA
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Month-End Performance as of -1/-1/-1 | Cumulative | Gross | Net | Index |
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| 3 month | N/A | N/A | N/A | | Year-to-date | N/A | N/A | N/A |
Quarter-End Performance as of -1/-1/-1 | Cumulative | Gross | Net | Index |
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| 3 month | N/A | N/A | N/A | | Year-to-date | N/A | N/A | N/A |
Trailing Performance as of -1/-1/-1 | Average Annualized Return | Gross | Net | Index |
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| Since Inception NA | | | |
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Period Performance | Year | Gross | Net | Index |
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| N/A | N/A | N/A | N/A |
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Performance data shown represents past performance and is no guarantee of, and not necessarily indicative of, future results. Current performance may be lower or higher than quoted. Returns are shown in US dollars and are annualized for one and multi-year periods. Gross returns are net of trading costs. Net returns are gross returns less effective management fees.
There is no guarantee that the investment objective will be realized or that the strategy will generate positive or excess return.
Monthly as of -1/-1/-1
| Duration Distribution | |
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| @ERROR% |
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| Sector Distribution (Fixed) * | |
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| 0.0% | | Country Distribution | |
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| @ERROR% | | Maturity Distribution | |
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| @ERROR% | |
1
Quarterly as of -1/-1/-1
| Duration Distribution | Fund | Index |
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| @ERROR% | @ERROR% |
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| Sector Distribution (Fixed) * | Fund | Index |
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| 0.0% | 0.0% | | 0.0% | 0.0% | | Country Distribution | Fund | Index |
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| @ERROR% | 0.0% | | Maturity Distribution | Fund | Index |
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| @ERROR% | @ERROR% | |
1