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Overview
As long-term investors, we use bottom-up, fundamental research to identify high quality emerging market companies with robust balance sheets and growth potential that we believe is attractive. Our process for identifying the very best investment opportunities in emerging markets is underpinned by our long-term investment philosophy and belief that companies exhibiting these characteristics are frequently undervalued by the market.
ESG factors are embedded in the investment process and engagement is viewed as an essential element of our analysis. Top-down factors are considered a source of risk, as such, a member of the team is dedicated to macro and political research. Investors can expect relative performance to be delivered on the strength of individual investments and not a particular market outcome.
Key Information
| Portfolio characteristics | UK Equity Income |
|---|---|
| Objective | Long-Term Growth |
| Asset Class | Listed Equities |
| Style | All-cap core |
| Investable Universe | Emerging Markets |
| Benchmark | MSCI Emerging Markets Index |
| Market capitalisation | All-Cap |
| Sector/country allocations | As a result of stock selection-managed within factor risk analysis |
| Security limit | Maximum 10% absolute stock weight |
| Number of stocks | 40-60 |
| Portfolio turnover | Low - expected turnover |
| Forecast tracking error | Maximum of 8% per annum |
| Manager Inception | October 2010 |
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Together, our capabilities form a powerful strategy, bringing together the best opportunities in Emerging Markets
Why Invest in Global Emerging Markets
High-conviction stock-driven investing
We focus on company fundamentals rather than macro factors to create a highly differentiated, stock-driven portfolio with a focus on long-term outcomes.
Collaborative team culture
Our uniquely collaborative culture fosters challenge and debate, leading to deeper insights and better decision-making. All team members are responsible for research and portfolio management.
Investment Strategy
Our investment philosophy is founded on a belief that the market frequently misprices a company’s long-term, value-creation potential; as long-term investors, we are able to identify the nature and scale of the mispricing through rigorous fundamental research.
- We use bottom-up, fundamental research with ESG integration to identify high quality companies with robust balance sheets and demonstrable, growth potential that we believe is attractive. We believe that companies exhibiting these characteristics are frequently undervalued by the market and that this inefficiency has been persistent over time.
- The key components of our transparent and disciplined investment process can be categorised as idea generation, fundamental analysis, stock discussion and portfolio construction.
- Each stage has a clear outcome, to track the journey of an investment from early idea, through to possible inclusion in our portfolio. This helps us collaborate in an effective manner, harnesses our collective knowledge at the appropriate times and helps us build conviction in our investment decisions.
Investment Strategy
.
Our investment philosophy is founded on a belief that the market frequently misprices a company’s long-term, value-creation potential; as long-term investors, we are able to identify the nature and scale of the mispricing through rigorous fundamental research.
- We use bottom-up, fundamental research with ESG integration to identify high quality companies with robust balance sheets and demonstrable, growth potential that we believe is attractive. We believe that companies exhibiting these characteristics are frequently undervalued by the market and that this inefficiency has been persistent over time.
- The key components of our transparent and disciplined investment process can be categorised as idea generation, fundamental analysis, stock discussion and portfolio construction.
- Each stage has a clear outcome, to track the journey of an investment from early idea, through to possible inclusion in our portfolio. This helps us collaborate in an effective manner, harnesses our collective knowledge at the appropriate times and helps us build conviction in our investment decisions.
Investment Strategy
Our investment philosophy is founded on a belief that the market frequently misprices a company’s long-term, value-creation potential; as long-term investors, we are able to identify the nature and scale of the mispricing through rigorous fundamental research.
- We use bottom-up, fundamental research with ESG integration to identify high quality companies with robust balance sheets and demonstrable, growth potential that we believe is attractive. We believe that companies exhibiting these characteristics are frequently undervalued by the market and that this inefficiency has been persistent over time.
- The key components of our transparent and disciplined investment process can be categorised as idea generation, fundamental analysis, stock discussion and portfolio construction.
- Each stage has a clear outcome, to track the journey of an investment from early idea, through to possible inclusion in our portfolio. This helps us collaborate in an effective manner, harnesses our collective knowledge at the appropriate times and helps us build conviction in our investment decisions.
Investment Team
Aimee Truesdale
- Job title
- Portfolio Manager
- Experience
- 10 years
Alastair Reynolds
- Job title
- Portfolio Manager
- Experience
- 32 years
Andrew Mathewson
- Job title
- Portfolio Manager
- Experience
- 20 years
Colin Dishington
- Job title
- Portfolio Manager
- Experience
- 12 years
Divya Mathur
- Job title
- Portfolio Manager
- Experience
- 27 years
Paul Desoisa
- Job title
- Portfolio Manager
- Experience
- 9 years
Paul Sloane
- Job title
- Portfolio Manager
- Experience
- 29 years
Our Capabilities
Contact Us
Please visit our contact page or speak to a member of our sales team, to discuss the most appropriate investment to meet your requirements and for more information on our investment capabilities.
Mel Bucher
Head of Global Distribution
T: +44 (0) 131 479 4748
M: +44 (0) 758 414 7720
E: mbucher@martincurrie.com
Contact Us
Please visit our contact page or speak to a member of our sales team, to discuss the most appropriate investment to meet your requirements and for more information on our investment capabilities.
Mel Bucher
Head of Global Distribution
T: +44 (0) 131 479 4748
M: +44 (0) 758 414 7720
E: mbucher@martincurrie.com
Susan Gim
Investment Client Portfolio Manager, Emerging Markets
T: +1 212-632-3263
E: sgim@martincurrie.com
Contact Us
Please visit our contact page or speak to a member of our sales team, to discuss the most appropriate investment to meet your requirements and for more information on our investment capabilities.
Mel Bucher
Head of Global Distribution
T: +44 (0) 131 479 4748
M: +44 (0) 758 414 7720
E: mbucher@martincurrie.com
Danni Yang, CFA®
Investment Client Portfolio Manger, Global Long-Term Unconstrained
M: +44 (0) 7826548065
E: dyang@martincurrie.com
Contact Us
Please visit our contact page or speak to a member of our sales team, to discuss the most appropriate investment to meet your requirements and for more information on our investment capabilities.
Mark Cho, CFA®
Head of Americas Distribution
Intermediary Sales/Wealth Management
T: +1 212 632 3292
E: mcho@martincurrie.com
Breanna Ellsworth, CFA®
Client Portfolio Manager, Distribution - US
T: +1 212 632 3293
E: bellsworth@martincurrie.com
Drew Comatos
Client Portfolio Manager, North America
Intermediary Sales/Wealth Management
T: +1 203 703 6472
E: dcomatos@martincurrie.com
Contact Us
Please visit our contact page or speak to a member of our sales team, to discuss the most appropriate investment to meet your requirements and for more information on our investment capabilities.
Ross Kent
Investment Client Portfolio Manager
T: +61 (0)3 9017 8629
M: +61 (0)455 253 384
E: rkent@martincurrie.com.au
Felicity Walsh
Managing Director, Australia and New Zealand
M: +61 (0) 429 209 566
E: Felicity.Walsh@franklintempleton.com
HOW TO INVEST
Available Funds
Through our parent company, Franklin Templeton, investors are offered access to the below funds.
FTF Martin Currie Emerging Markets Fund
FTFG Martin Currie Global Emerging Markets Fund
Europe
Available Funds
Through our parent company, Franklin Templeton, investors are offered access to the below funds.
FTFG Martin Currie Global Emerging Markets Fund
Australia
Available Funds
Through our parent company, Franklin Templeton, investors are offered access to the below funds.
Martin Currie Emerging Markets Fund
BetaShares Martin Currie Emerging Markets Fund (ASX: EMMG)
USA
Available Funds
Through our parent company, Franklin Templeton, investors are offered access to the below funds.
Martin Currie Emerging Markets Fund
Martin Currie Collective Investment Trust (CIT)
Canada
Available Funds
Through our parent company, Franklin Templeton, investors are offered access to the below funds.
Franklin Martin Currie Sustainable Emerging Markets Fund
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Regulatory information and risk warnings
This information is issued and approved by Martin Currie Investment Management Limited (‘MCIM’), authorised and regulated by the Financial Conduct Authority. It does not constitute investment advice. Market and currency movements may cause the capital value of shares, and the income from them, to fall as well as rise and you may get back less than you invested.
The information contained in this document has been compiled with considerable care to ensure its accuracy. However, no representation or warranty, express or implied, is made to its accuracy or completeness. Martin Currie has procured any research or analysis contained in this document for its own use. It is provided to you only incidentally and any opinions expressed are subject to change without notice.
The document does not form the basis of, nor should it be relied upon in connection with, any subsequent contract or agreement. It does not constitute, and may not be used for the purpose of, an offer or invitation to subscribe for or otherwise acquire shares in any of the products mentioned.
Past performance is not a guide to future returns.
Investors resident in Canada: By clicking "accept and enter" on the previous link, you agree and represent to Martin Currie that you have read and understood the "Important information and risk factors", which apply to any investment in our products referred to in this website, and that you are resident in, or incorporated in, Canada and are a Permitted Client for the purposes of NI 31-103. The information on this section of the website is not intended for use by any other person, including members of the public.
Investors resident in the United States of America: By clicking "accept and enter" on the previous link, you agree and represent to Martin Currie that you have read and understood the "Important information and risk factors", which apply to any investment in our products referred to in this website, and that you are either incorporated in, or a resident of, the United States of America and that you meet the definition of an Accredited Investor as defined in Rule 501 of the United States Securities Act of 1933, as amended (‘The 1933 Act’). The information on this section of the website is not intended for use by any other person in any other jurisdiction, including members of the public.
Martin Currie Inc, incorporated in New York with its registered office at 280 Park Avenue, New York, NY 10017 and having a UK branch registered in Scotland (no SF000300), Saltire Court, 20 Castle Terrace, Edinburgh EH1 2ES Tel: (44) 131 229 5252 Fax: (44) 131 222 2532 www.martincurrie.com, is registered with the Securities Exchange Commission as an investment adviser for the purposes of the Investment Advisers Act 1940 and is also authorised and regulated by the UK Financial Conduct Authority. Martin Currie Inc. operates under the International Adviser Exemption with the Ontario Securities Commission (‘OSC’) and is therefore currently not required to be registered as a portfolio manager for the purposes of MI 31-103.
For the avoidance of doubt, nothing excludes, limits or restricts our obligations to you under the UK Financial Services and Market Act 2000, the Investment Advisers Act 1940, National Instruments or any other applicable law or regulation.
The opinions and views in this website do not take into account your individual circumstances, objectives, or needs and are not intended to be recommendations of particular financial instruments or strategies to you. This website does not identify all the risks (direct or indirect) or other considerations which might be material to you when entering any financial transaction. You should consult with your professional advisers before undertaking any investment activity. The information provided on this website should not be treated as advice or a recommendation to buy or sell any particular security or other investment. The information on this website has not been reviewed by any competent regulatory authority.
Regulatory information and risk warnings
Past performance is not a guide to future returns
This information is issued and approved by Martin Currie Investment Management Limited (‘MCIM’). It does not constitute investment advice. Market and currency movements may cause the capital value of shares, and the income from them, to fall as well as rise and you may get back less than you invested.
The analysis of Environmental, Social and Governance (ESG) factors form an important part of the investment process and helps inform investment decisions. The strategy does not necessarily target particular sustainability outcomes.
The information provided should not be considered a recommendation to purchase or sell any particular security. It should not be assumed that any of the security transactions discussed here were, or will prove to be, profitable.
The views expressed are opinions of the named manager as of the date of this document and are subject to change based on market and other conditions and may differ from other portfolio managers or of the firm as a whole. These opinions are not intended to be a forecast of future events, research, a guarantee of future results or investment advice.
The information contained has been complied with considerable care to ensure its accuracy. However, no representation or warranty, express or implied, is made to its accuracy or completeness. Martin Currie has procured any research or analysis contained in this recording for its own use. It is provided to you only incidentally and any opinions expressed are subject to change without notice.
Regulatory information and risk warnings
This information is issued and approved by Martin Currie Investment Management Limited (‘MCIM’). It does not constitute investment advice. Market and currency movements may cause the capital value of shares, and the income from them, to fall as well as rise and you may get back less than you invested.
The information provided should not be considered a recommendation to purchase or sell any particular security.
The views expressed are opinions of the named manager as of the date of this document and are subject to change based on market and other conditions and may differ from other portfolio managers or of the firm as a whole. These opinions are not intended to be a forecast of future events, research, a guarantee of future results or investment advice.