Global Emerging Markets

Our Global Emerging Markets equity strategy was established in 2008. It offers a concentrated portfolio of high quality businesses in emerging markets. Our fundamental investment research is focused on identifying companies with sound ESG practices, strong balance sheets, high returns on capital and that are addressing large, growing markets. Our bottom-up research is blended with our proprietary sovereign risk analysis. We are patient investors with a long-term investment horizon. The outcome is a low turnover portfolio of carefully selected businesses that delivers resilient and sustained performance for clients.

Investment Objective To outperform the benchmark over rolling 3 year periods
Benchmark MSCI Emerging Markets Index in A$
Stocks held in portfolio Typically between 15-40 high quality stocks
Investment Options Discrete Mandate for Institutional clients only or Wholesale Trust*
Fund Inception Northcape began managing money in this strategy for institutional clients in June 2008
Investment Team Patrick Russel, Ross Cameron, Tom Pidgeon, Douglas Ayton, Cameron Robson, Oliver Johansson, Aimee Jordan
*A discrete mandate is available for a minimum mandate size of A$30 million (negotiable). Our trusts are only available to wholesale investors with a minimum investment of A$5 million.


Fund Profile

More detailed information about our Emerging Markets fund can be found in the current Fund profile.