Equity

Total Emerging Markets Equity Income Plus 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). The team aims to identify companies offering sustainable dividend yield with long-term growth potential.

Products offered
  • Separate Account

Competitive advantages

Savings Two

Total returns

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

Globe

Local and global experience

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

Sustainable

Integrated ESG analysis

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

Composite performance

Average annual returns Add Minus

Average annual returns

(as of 12/31/2023)
1M
3M
YTD
1Y
3Y
5Y
10Y
Inception
Fund
5.22
9.05
11.92
11.92
-3.41
4.29
2.69
4.28
Benchmark 1
3.91
7.86
9.83
9.83
-5.08
3.68
2.66
2.70
Benchmark 2
5.92
9.48
18.67
18.67
1.58
3.01
1.53
2.40

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
11.92
-19.07
-0.50
16.87
17.15
-13.69
29.57
6.66
-12.25
1.02
Benchmark
9.83
-20.09
-2.54
18.31
18.42
-14.57
37.28
11.19
-14.92
-2.19
Benchmark
18.67
-18.51
8.38
-4.61
16.03
-7.56
23.57
16.17
-21.06
-4.22

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.

Contact Us

We look forward to helping you with your investment needs