IDENTIFYING VALUE

Header - Emerging Markets Equities

Emerging Markets Equities

      
 

Emerging Markets Equities

      

 

Description - Strategy (EM)

Strategy:

The Emerging Markets strategy is based on our value-oriented and systematic investment approach. Its foundation consists of our country-specific stock screenings (CHICCO) combined with fundamental analysis of all buy candidates. Portfolio construction is characterized by equal-weighting all single stocks within the portfolio in order to avoid bulk risks and achieve broad diversification. Country allocations are directly the result of our bottom-up stock selection process (Unconstrained).

The Emerging Markets investment universe includes solely Emerging Markets countries. Our modular approach allows for client-specific customization of regional and/or country allocations.

 

Characteristics:

List - Characteristics (EM)

Benchmark:

MSCI Emerging Markets Net
Investment Style:Value, active, bottom-up

Number of stocks in portfolio:        

approx. 100-120
Currency hedging:no
Use of derivatives:no
Negative lists, SRI-Screens:   
can be implemented
Minimum investment:EUR 50m (segregated mandate)
 

Performance Composite (Gross of fees):

cumulated as of December 31, 2019
EUR / USD
3 years
5 years
10 years
Since Sep. '10
Emerging Markets Composite
24.35 %
30.57 %
-
58.07 %
MSCI Emerging Markets Net
30.51 %
41.64 %
-
63.01 %
Active Return (geom.)
-4.72 %
-7.82 %
-
-3.03 %
cumulated as of Juni 30, 2019
EUR / USD
3 years
5 years
10 years
Since Sep. '10
Emerging Markets Composite
35.39 %
11.22 %
-
37.35 %
MSCI Emerging Markets Net
35.51 %
13.07 %
-
34.44 %
Active Return (geom.)
-0.09 %
-1.64 %
-
2.16 %
annualized as of December 31, 2019
EUR / USD
3 years
5 years
10 years
Since Sep. '10
Emerging Markets Composite
7.53 %
5.48 %
-
5.03 %
MSCI Emerging Markets Net
9.28 %
7.21 %
-
5.38 %
Active Return (geom.)
-1.60 %
-1.61 %
-
-0.33 %
annualized as of Juni 30, 2019
EUR / USD
3 years
5 years
10 years
Since Sep. '10
Emerging Markets Composite
10.63 %
2.15 %
-
3.66 %
MSCI Emerging Markets Net
10.66 %
2.49 %
-
3.41 %
Active Return (geom.)
-0.03 %
-0.33 %
-
0.24 %

Legal note - Performance below tables (EM)

Past performance of financial instruments is no guarantee of future results.

 
Back to top