EMERGING MARKETS

VALUE FUND

Emerging Markets Value Fund (EMVF) is the sister fund to our European Value Fund, using the successful strategy implemented since 2013, and applying it to Emerging Markets. It uses the same long-only equity approach, focused on Emerging Markets, and typically invests in ~30-50 individual listed stock positions, without any constraints on market volume (“size”).


EMVF aspires to deliver above-market performance over longer time periods by exploiting certain market inefficiencies (e.g., short term focus, career risk, benchmark hugging) and by relying on positions with strong value characteristics and positive momentum. EVF is always fully invested but will never use leverage, derivatives or shorting of equities. EMVF can and will apply certain sector exclusions as well as minimum requirements for market liquidity.

STRATEGY OUT-PERFORMS 

LIVE & IN BACK-TESTING

Top-ranked among Emerging Markets funds since launch

  • Since fund inception: +2% out-performance vs. reference index

  • Back-testing results with 5-10% out-performance p.a. over last 20 years 

KEY FACTS

**Subscription fee is always 0%. Redemption fees apply if shares redeemed within 2 years; these fees are credited to the fund (and therefore all remaining investors)

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