Equity

Intrinsic Emerging Markets ex-China Equity Strategy

The strategy targets long-term outperformance of the MSCI Emerging Markets ex-China Index (Net) with managed levels of risk by investing in high-quality companies at prices below their intrinsic values.

Products offered
  • Separate Account

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.

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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
Inception
Fund
2.45
4.87
4.87
21.07
16.35
Benchmark
3.00
4.01
4.01
20.51
14.77

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
Fund
21.61
2.20
Benchmark
20.03
1.94

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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We look forward to helping you with your investment needs