Emerging Markets Opportunities
The Emerging Markets Opportunities strategy seeks long-term capital appreciation by investing in non-U.S. equities across all market capitalizations that the investment team believes are profitable, asset rich, conservatively capitalized and maintain high-quality balance sheets. The strategy will invest principally in emerging markets. The portfolio is broadly diversified geographically across 40-80 holdings.
As fundamental investors with a long-term perspective, we seek undervalued companies with financial strength and durable business models. Our bottom-up security selection process allows us to thoroughly assess company-specific risk and long-term upside potential.
|Target Market:||Non-U.S. equities in emerging markets|
|Inception Date:||November 1, 2013|
|Investment Vehicles:||Separately Managed Account