Equity

Intrinsic Emerging Markets Equity Strategy

The strategy seeks long-term outperformance of the MSCI Emerging Markets Index with managed levels of risk. 

Through a bottom-up, fundamental research–driven approach, the team seeks to invest in quality companies at compelling prices.

Competitive advantages

Team

Exclusive focus, stable leadership

A dedicated portfolio management team leads a disciplined, process-driven strategy with a track record spanning more than 25 years.

Quality

​Quality pool: heart of the investment process

The team’s sequential approach—quality first, then valuation—provides a clear framework for identifying and investing in quality companies.

Chart

High-quality risk-adjusted returns

The team generates shareholder value via stock selection with a focus on protecting capital and participating in the long-term growth of emerging markets.

Composite performance

Average annual returns Add Minus

Average annual returns

(as of 3/31/2024)
1M
3M
YTD
1Y
3Y
5Y
10Y
Inception
Fund
2.69
1.16
1.16
5.49
-8.37
1.83
2.99
6.50
Benchmark
2.48
2.37
2.37
8.15
-5.05
2.22
2.95
5.24

Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.


Calendar year Add Minus

Calendar year

2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
Fund
8.87
-19.35
-11.71
23.25
28.10
-15.60
35.49
12.21
-12.46
-4.67
Benchmark
9.83
-20.09
-2.54
18.31
18.42
-14.57
37.28
11.19
-14.92
-2.19

Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.


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