Emerging Markets Equity

Our global emerging markets strategy aims to offer superior growth at cheaper valuations than developed markets at a time when trends continue toward shareholder friendly practices and enhanced future returns.

 

AUM

$ 388,50 million as of September 30, 2024

Inception Date

2008

Vehicle Types

UCITS
Separate Account

Investment Philosophy

Our investment philosophy reflects our understanding that equity markets are inefficient and risky, and we believe that over the long term, stock selection can add value.

  • Our Growth at a Reasonable Price (GARP) approach seeks to identify companies that we believe are mispriced on a longer-term basis
  • We seek to achieve attractive risk-adjusted returns through a disciplined, bottom-up approach and a risk-aware portfolio construction process 
  • We utilize proprietary valuation models that incorporate ESG analysis and macro considerations

 

 

Our Value Add

  • Our diversified global team of 45+ investment professionals produces proprietary company research that drives our stock selection
  • We focus on a five-year research horizon, as we believe market inefficiency is more pronounced over this period 
  • Our Cost of Equity (COE) captures and quantifies systematic and idiosyncratic risk and incorporates these into our valuation and setting of price targets 
  • ESG analysis is fully embedded into our investment process, which means it influences both our qualitative assessment and final COE of a company
  • Proprietary portfolio construction tools support our stock selection and risk management, enabling us to potentially deliver high risk-adjusted returns

AUM

$ 338,18 million as of September 30, 2024

Inception Date

1981

Vehicle Types

UCITS
Separate Account

Investment Philosophy

Our investment philosophy reflects our understanding that equity markets are inefficient and risky, and we believe that over the long term, stock selection can add value.

  • Our Growth at a Reasonable Price (GARP) approach seeks to identify companies that we believe are mispriced on a longer-term basis
  • We seek to achieve attractive risk-adjusted returns through a disciplined, bottom-up approach and a risk-aware portfolio construction process 
  • We utilize proprietary valuation models that incorporate ESG analysis and macro considerations

Our Value Add

  • Our diversified global team of 45+ investment professionals produces proprietary company research that drives our stock selection
  • We focus on a five-year research horizon, as we believe market inefficiency is more pronounced over this period 
  • Our Cost of Equity (COE) captures and quantifies systematic and idiosyncratic risk and incorporates these into our valuation and setting of price targets 
  • ESG analysis is fully embedded into our investment process, which means it influences both our qualitative assessment and final COE of a company
  • Proprietary portfolio construction tools support our stock selection and risk management, enabling us to potentially deliver high risk-adjusted returns

AUM

$ 1,45 billion as of September 30, 2024

Inception Date

1996

Vehicle Types

UCITS
Separate Account
UK Listed Investment Trust

Investment Philosophy

Our investment philosophy reflects our understanding that equity markets are inefficient and risky, and we believe that over the long term, stock selection can add value.

  • Our Growth at a Reasonable Price (GARP) approach seeks to identify companies that we believe are mispriced on a longer-term basis
  • We seek to achieve attractive risk-adjusted returns through a disciplined, bottom-up approach and a risk-aware portfolio construction process 
  • We utilize proprietary valuation models that incorporate ESG analysis and macro considerations

Our Value Add

  • Our diversified global team of 45+ investment professionals produces proprietary company research that drives our stock selection
  • We focus on a five-year research horizon, as we believe market inefficiency is more pronounced over this period 
  • Our Cost of Equity (COE) captures and quantifies systematic and idiosyncratic risk and incorporates these into our valuation and setting of price targets 
  • ESG analysis is fully embedded into our investment process, which means it influences both our qualitative assessment and final COE of a company
  • Proprietary portfolio construction tools support our stock selection and risk management, enabling us to potentially deliver high risk-adjusted returns

AUM

$ 540,86 million as of September 30, 2024

Inception Date

1992

Vehicle Types

UCITS
Separate Account
3(c)(7)

Investment Philosophy

Our investment philosophy reflects our understanding that equity markets are inefficient and risky, and we believe that over the long term, stock selection can add value.

  • Our Growth at a Reasonable Price (GARP) approach seeks to identify companies that we believe are mispriced on a longer-term basis
  • We seek to achieve attractive risk-adjusted returns through a disciplined, bottom-up approach and a risk-aware portfolio construction process 
  • We utilize proprietary valuation models that incorporate ESG analysis and macro considerations

Our Value Add

  • Our diversified global team of 45+ investment professionals produces proprietary company research that drives our stock selection
  • We focus on a five-year research horizon, as we believe market inefficiency is more pronounced over this period 
  • Our Cost of Equity (COE) captures and quantifies systematic and idiosyncratic risk and incorporates these into our valuation and setting of price targets 
  • ESG analysis is fully embedded into our investment process, which means it influences both our qualitative assessment and final COE of a company
  • Proprietary portfolio construction tools support our stock selection and risk management, enabling us to potentially deliver high risk-adjusted returns

AUM

$ 3,20 billion as of September 30, 2024

Inception Date

1982

Vehicle Types

UCITS
Separate Account

Investment Philosophy

Our investment philosophy reflects our understanding that equity markets are inefficient and risky, and we believe that over the long term, stock selection can add value.

  • Our Growth at a Reasonable Price (GARP) approach seeks to identify companies that we believe are mispriced on a longer-term basis
  • We seek to achieve attractive risk-adjusted returns through a disciplined, bottom-up approach and a risk-aware portfolio construction process 
  • We utilize proprietary valuation models that incorporate ESG analysis and macro considerations

Our Value Add

  • Our diversified global team of 45+ investment professionals produces proprietary company research that drives our stock selection
  • We focus on a five-year research horizon, as we believe market inefficiency is more pronounced over this period 
  • Our Cost of Equity (COE) captures and quantifies systematic and idiosyncratic risk and incorporates these into our valuation and setting of price targets 
  • ESG analysis is fully embedded into our investment process, which means it influences both our qualitative assessment and final COE of a company
  • Proprietary portfolio construction tools support our stock selection and risk management, enabling us to potentially deliver high risk-adjusted returns

AUM

$ 74,42 million as of September 30, 2024

Inception Date

1992

Vehicle Types

UCITS
Separate Account

Investment Philosophy

Our investment philosophy reflects our understanding that equity markets are inefficient and risky, and we believe that over the long term, stock selection can add value.

  • Our Growth at a Reasonable Price (GARP) approach seeks to identify companies that we believe are mispriced on a longer-term basis
  • We seek to achieve attractive risk-adjusted returns through a disciplined, bottom-up approach and a risk-aware portfolio construction process 
  • We utilize proprietary valuation models that incorporate ESG analysis and macro considerations

Our Value Add

  • Our diversified global team of 45+ investment professionals produces proprietary company research that drives our stock selection
  • We focus on a five-year research horizon, as we believe market inefficiency is more pronounced over this period 
  • Our Cost of Equity (COE) captures and quantifies systematic and idiosyncratic risk and incorporates these into our valuation and setting of price targets 
  • ESG analysis is fully embedded into our investment process, which means it influences both our qualitative assessment and final COE of a company
  • Proprietary portfolio construction tools support our stock selection and risk management, enabling us to potentially deliver high risk-adjusted returns

AUM

$ 195,81 million as of September 30, 2024

Inception Date

1993

Vehicle Types

UCITS
Separate Account

Investment Philosophy

Our investment philosophy reflects our understanding that equity markets are inefficient and risky, and we believe that over the long term, stock selection can add value.

  • Our Growth at a Reasonable Price (GARP) approach seeks to identify companies that we believe are mispriced on a longer-term basis
  • We seek to achieve attractive risk-adjusted returns through a disciplined, bottom-up approach and a risk-aware portfolio construction process 
  • We utilize proprietary valuation models that incorporate ESG analysis and macro considerations

 

 

Our Value Add

  • Our diversified global team of 45+ investment professionals produces proprietary company research that drives our stock selection
  • We focus on a five-year research horizon, as we believe market inefficiency is more pronounced over this period 
  • Our Cost of Equity (COE) captures and quantifies systematic and idiosyncratic risk and incorporates these into our valuation and setting of price targets 
  • ESG analysis is fully embedded into our investment process, which means it influences both our qualitative assessment and final COE of a company
  • Proprietary portfolio construction tools support our stock selection and risk management, enabling us to potentially deliver high risk-adjusted returns

Portfolio Managers

SooHai Lim, CFA
Head of Asia ex-China Equities
Tiebin Liu
Investment Manager, Asian Equities

Portfolio Managers

SooHai Lim, CFA
Head of Asia ex-China Equities
Eunice Hong
Managing Director
Kuldeep Khanapurkar, CFA
Investment Manager
Julie Lee
Investment Manager, Asian Equities

Portfolio Managers

Dr. Ghadir Cooper
Global Head of Equities
Michael Levy
Co-Head Emerging Equities Team
Matthias Siller, CFA
Head of EMEA Equities Team
Adnan El-Araby, CFA
Investment Manager, EMEA Equities

Portfolio Managers

William Palmer
Co-Head Emerging Equities Team
Michael Levy
Co-Head Emerging Equities Team
Isabelle Irish, CFA
Investment Manager

Portfolio Managers

William Fong, CFA
Head of Hong Kong China Equities
Nicola Lai
Managing Director

Portfolio Managers

Eunice Hong
Managing Director
Julie Lee
Investment Manager, Asian Equities
SooHai Lim, CFA
Head of Asia ex-China Equities
Investing Together

In our experience, the time invested in relationships, is time well spent.

We strive to improve every day—to innovate, to adapt, and to evolve alongside our clients—and to always remember the real-world impact of every investment decision we make.

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