In this 'Essentials' video, Glen Finegan, Head of the UK-based Global Emerging Market Equities Team, and Portfolio Managers Nicholas Cowley and Stephen Deane, provide an introduction to the strategy they manage in Edinburgh, including a team overview, their investment approach and objective, key differentiators and why investors should consider an actively-managed approach to investing in global emerging market (GEM) equities.
Topics covered include:
1. Investment team structure and backgrounds
2. Key features of their investment approach
3. What the team’s strategy seeks to deliver for investors
4. When the strategy has performed well relative to the index
5. What makes the strategy unique
6. Why consider an allocation to GEM equities on a long-term view
7. Why investors should take an active approach to GEM equities
8. The saying that best sums up the team’s approach to investing
Bottom-up – Bottom-up fund managers build portfolios by focusing on the analysis of individual companies in order to identify the best opportunities in their asset class, such as global emerging market equities.
Index – The MSCI Emerging Markets Index, for example, is designed to represent the performance of large and medium-sized companies in emerging market countries. It is a common benchmark for global emerging market equity funds.
Macro – When broader economic and political forecasts, known as top-down factors, are typically a primary consideration when investing.
Past performance is not a guide to future performance. The value of an investment and the income from it can fall as well as rise and you may not get back the amount originally invested.
The information in this article does not qualify as an investment recommendation.
For promotional purposes.
Anything non-factual in nature is an opinion of the author(s), and opinions are meant as an illustration of broader themes, are not an indication of trading intent, and are subject to change at any time due to changes in market or economic conditions. It is not intended to indicate or imply that any illustration/example mentioned is now or was ever held in any portfolio. No forecasts can be guaranteed and there is no guarantee that the information supplied is complete or timely, nor are there any warranties with regard to the results obtained from its us.