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Global Emerging Markets ex. China

High-conviction, stock focused emerging market portfolios.

Why invest in Global Emerging Markets

Heritage

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.

Heritage

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 team

Alastair Reynolds

Alastair Reynolds, ASIP

Job title
Portfolio Manager
Andrew Mathewson

Andrew Mathewson, CFA

Job title
Portfolio Manager
Paul Sloane

Aimee Truesdale, CFA

Job title
Portfolio Manager
Colin Dishington

Colin Dishington, CFA

Job title
Portfolio Manager
Divya Mathur

Divya Mathur, ASIP

Job title
Portfolio Manager
Paul Desoisa

Paul Desoisa, CFA

Job title
Portfolio Manager
Paul Sloane

Paul Sloane, ASIP

Job title
Portfolio Manager

Related insights

  • Emerging Markets - Where's the 'Beef'

    Where’s the Beef? It’s Emerging Markets Earnings….

    Back in the 80s, an American fast food chain made the memorable slogan, “Where’s the beef?” to imply that its competitors were not providing enough substance – in this case - beef! In this update on the Emerging Markets (EM) we take some time to lay out why we believe EM is a compelling asset class story. The question we get most often is “what’s the catalyst that’s going to drive EM forward?”

    Date published
    6 Jul 2023
    Tag
    Global Emerging Markets
  • A beginner’s guide to semiconductors

    An overview of the semiconductor industry, taking a look at the manufacturing process, key industry players and the current shape of the industry.

    Date published
    10 Mar 2023
    Tag
    Global Emerging Markets
  • Emerging Markets pacing ahead?

    While acknowledging the difficulty of predicting growth in 2023, IMF has just published its key forecasts for developed and emerging markets.

    Date published
    21 Feb 2023
    Tag
    Global Emerging Markets