Investment Philosophy
Long-term Growth Story
Our investment strategy is to seek superior long-term growth of capital by investing primarily in equity securities of companies in emerging markets, while mitigating risk. We believe in the discipline of holding these securities for the long-term in order to capture maximum gains.
The Companies in our Portfolio
Our funds will invest in a diversified portfolio of well researched, globally competitive companies with sound growth potential. Strong emphasis will be placed on companies which have high quality, visionary corporate management, fundamentally good values and sustainable growth prospects. Unlike other companies who invest in emerging markets, we do not subscribe to a "flavour of the month" strategy. We believe that it is necessary to have the best local portfolio advisors who understand the economy and the companies in which they are investing. Although not all companies subscribe to this approach, we feel it is essential in order to be successful in emerging markets.