Reasons to Invest in BEMO
EMEA countries generally have low debt at government, corporate and household levels and are therefore less correlated with global currency and interest rate movements. Their economies are also predominantly domestically focused and relatively uncorrelated with each other.
Focusing on the under-researched markets of emerging Europe, the Middle East and Africa, the Company seeks out attractively valued companies forecast to grow earnings over the medium term.
The actively-managed portfolio gives concentrated exposure to 30–60 of the very best ideas we can find across the emerging EMEA region—with a strong focus on Environmental, Social and Governance (ESG) factors.
Many of the region's economies are in the earlier stages of various technological and consumer shifts that have already generated sustained returns in developed markets.
BEMO offers a unique strategy for investors seeking to diversify the growth and income potential of emerging markets.
Bottom-up stock selection provides the potential to drive returns and create a wider global investment universe in some of the world’s most dynamic markets.
