Guardian Emerging Markets Equity
Benchmark: MSCI Emerging Markets Total Return (Net)
Inception Date: 31-Dec-14
The strategy’s primary objective is to provide long-term capital appreciation by investing primarily in equity or equity-related emerging market securities with exposure to emerging market economies.
We believe that growth drives returns, quality protects against downside and valuation matters. This philosophy is applied through a fundamental bottom-up stock selection-based process which creates concentrated portfolios of stocks that have significantly better quality and growth characteristics than the market average but are not overvalued at the time of purchase.
The strategy can invest in companies located in developed markets if they derive a substantial portion of their revenue or expenses from emerging markets. The portfolio typically consists of 20 to 35 names.