Equity

Total Emerging Markets Equity Income 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.

Competitive advantages

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

Average annual returns

(as of 3/31/2024)
1M
3M
YTD
1Y
3Y
5Y
10Y
Inception
Composite (Gross)
2.44
5.16
5.16
13.00
-0.62
4.56
4.70
5.74
Composite (Net)
2.36
4.91
4.91
11.92
-1.56
3.56
3.66
4.65
Benchmark 1
2.48
2.37
2.37
8.15
-5.05
2.22
2.95
1.32
Benchmark 2
1.40
2.09
2.09
14.83
-0.22
2.12
1.96
2.15

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
Fund
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
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.

View Team
Alison

Alison Shimada

Head of Total Emerging Markets Equity

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