Equity

Intrinsic Emerging Markets Large-Mid Cap 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, large-mid cap companies at compelling prices.

Products offered
  • Separate Account

Competitive advantages

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 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.

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

Average annual returns

(as of 9/30/2024)
7/1/2012
1M
3M
YTD
1Y
3Y
5Y
10Y
Inception
Composite (Gross)
6.09
9.02
13.50
23.70
-1.08
4.88
4.73
5.02
Composite (Net)
6.01
8.77
12.73
22.59
-1.97
3.92
3.73
3.99
Benchmark
6.68
8.72
16.86
26.05
0.40
5.75
4.02
4.34

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

Calendar year

2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
Composite
7.88
-18.35
-12.55
23.90
26.26
-15.31
35.70
11.98
-12.25
-4.89
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.


Our team
Meet the investment team

To provide clients high-quality risk-adjusted returns, the team uses a strict sequential process to identify quality companies with the potential to create intrinsic value.

Key risks

Market risk: Security markets are volatile and may decline significantly in response to adverse issuer, regulatory, political, or economic developments with different sectors of the market and different security types reacting differently to such developments.

Equity securities risk: Equity securities fluctuate in value and price in response to factors specific to the issuer of the security, such as management performance, financial condition, and market demand for the issuer's products or services, as well as factors unrelated to the fundamental condition of the issuer, including general market, economic, and political conditions.

Small-cap securities risk: If a strategy invests in the securities of smaller-capitalization companies, these securities tend to be more volatile and less liquid than those of larger companies.

Foreign securities risk: If a strategy invests in the securities of non-U.S. issuers, these investments may be subject to lower liquidity, greater price volatility, and risks related to adverse political, regulatory, market, or economic developments and may be affected by changes in foreign currency exchange rates.

Investors should know that this strategy deployed may be subject to additional investment risks. For important information about the investment manager, please refer to Form ADV Part 2.

Contact Us

We look forward to helping you with your investment needs