Equity

Total Emerging Markets Equity Advantage Strategy

The strategy seeks long-term outperformance relative to the MSCI Emerging Markets Index (Net) and the MSCI Emerging Markets High Dividend Yield Index (Net) by identifying companies with a sustainable dividend yield above the index average coupled with long-term growth potential.

Total returns

The team targets emerging market companies that provide opportunities for long-term growth potential along with current income.

Local and global experience

With decades of industry experience on average, the team possesses extensive cultural understanding and regional stock market experience.

Integrated ESG analysis

The team’s proprietary ESG process integrates fundamental research and estimates the equity value at risk from ESG issues.

Investment approach

Emerging market investing can provide both growth and income.

Total return approach

The maturation of emerging markets requires a focus on earnings growth, valuation, and shareholder yield.

Identifying undervalued companies

The team screens for undervalued companies that offer a sustainable yield and strong prospects for earnings growth.

Analytical rigor

The team employs a consistent, replicable process to value businesses, with a fully integrated ESG approach that estimates the equity value at risk.

Macro matters

The team combines fundamental stock picking with active country and sector risk management.

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Composite performance

Average annual returns

(as of 9/30/2024)

1/1/2008

	1M	3M	YTD	1Y	3Y	5Y	10Y	Inception
Composite (Gross)	5.54	8.18	20.93	32.65	4.57	7.96	5.55	6.45
Composite (Net)	5.46	7.92	20.07	31.39	3.58	6.94	4.52	5.35
Benchmark	6.68	8.72	16.86	26.05	0.40	5.75	4.02	2.09

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

	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Composite	11.89	-17.43	3.65	9.34	17.42	-10.70	25.65	6.59	-9.36	1.03
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

A diverse investment team composed of local experts combines its fundamental approach with macroeconomic analysis resulting in a superior framework for alpha generation.

View Team

Alison Shimada

Head of Total Emerging Markets Equity

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.

We look forward to helping you with your investment needs

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