Emerging Markets Equities

Summary of Investment Strategy

The Emerging Markets Strategy pursues our value-oriented and systematic investment approach. It is based on our proprietary stock selection process (CHICCO). The process combines a quantitative stock screening with a subsequent fundamental assessment of all buy candidates. The strategy focuses on identifying the most attractive companies across global emerging markets.

An essential element of the portfolio construction is broad diversification by equal weighting selected stocks. This systematically diversifies opportunities and risks and avoids cluster risks.

Country allocation is based on the relative attractiveness of the respective markets or customer specifications. The sector allocation is derived indirectly through the fundamental, bottom-up stock selection process.

The modular structure enables tailor-made portfolios according to individual client needs and investment guidelines.

Investment Profile

Investment universe Approx. 1,200 Emerging Markets companies (Large/Mid Cap)
Investment style Value-oriented, active, bottom-up
Number of stocks in portfolio 80-100
Benchmark MSCI Emerging Markets Net
Inception date September 1, 2010
Currency hedging No
Use of derivatives No
Customized ESG-screens, blacklists can be implemented
Available vehicles Segregated mandate (special fund), private wealth portfolios
Minimum investment (segregated mandate) EUR 25m

Portfolio Managers

The Global Equities Strategy is managed by the entire portfolio management team. This includes the quantitative screening as well as the individual stock selection process.


Performance Summary (Composite)

Annualized figures, gross of fess, in EUR (June 30, 2024)

  3 Years 5 Years Since Launch (1.9.2010)
Emerging Market Equities 6.87 % 6.77 % 5.58 %
MSCI Emerging Markets Net -1.81 % 4.36 % 4.58 %
Active Return 8.84 % 2.32 % 0.96 %

Legal note: Past performance of financial instruments is no guarantee of future results.

Your Contact Persons

For questions and further information please contact us. We are always and gladly there for you.

Steffen Ulshöfer, Managing Director (COO), , +49 211 95707 - 103

Axel Jelunke, Senior Portfolio Manager, , +49 211 95 707 - 111

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