EXCEL FUNDS “THE AUTHORITY IN EMERGING MARKETS”
Founded in 1998, Excel Funds Management Inc. offers an award-winning suite of emerging market strategies, catering to a broad range of investor profiles and objectives. Leveraging a global network of over 500 portfolio managers and 200 research analysts, our team has firsthand knowledge of the markets in which they invest – providing us with a true competitive advantage over our peers.
Our investment philosophy is grounded in disciplined fundamental research and continuously seeks out new growth opportunities in the emerging markets and beyond. Our on-the-ground sub-advisers and proprietary asset allocation models contribute to the firm being recognized as “The Authority in Emerging Markets”.
WHEN YOU NEED TIMELY EMERGING MARKETS INSIGHTS
Excel Funds CEO, Bhim D. Asdhir and Senior Portfolio Manager, Christine Tan, are familiar faces to Canadian investors, through their interviews on BNN, in the press, and through social media. Both are in frequent contact with our extensive network of on-the-ground sub-advisors, and are known for providing unique, value-added insights into, and interpretation of, current emerging markets events and their impact on markets. If you need timely, relevant insights on what’s really happening in emerging markets, follow us on LinkedIn, Twitter, Facebook, and subscribe to us on Youtube.
LOCAL EXPERTS MANAGE DIVERSE STRATEGIES
Investing in emerging markets may provide Canadian investors with significant benefits. These markets are more appealing than developed markets because of their stronger economic growth prospects, more attractive valuations, and better balance sheets. Investing in emerging markets also provides diversification, which lowers overall portfolio volatility. We believe the emerging markets of the world represent the future of global investing.
The investment landscape in emerging markets is more complex compared to that of North America. The companies are not as familiar, information is not as readily available, and successful investors can’t think in traditional risk-reward terms. Each country is structurally different, and has its own growth drivers, opportunities, and risks, which is why it’s always advisable to invest in a broad range of markets to produce the best risk-adjusted returns.
Excel Funds, the Authority in Emerging Markets, offers the largest family of emerging markets funds in Canada to assist investors and their advisors in portfolio construction. Our funds provide country, regional, and diversified equity strategies across the full spectrum of emerging markets, as well as income products.
However, well-designed strategies only deliver top results if they’re managed by knowledgeable, on-the-ground experts. Our extraordinary network of emerging markets sub-advisors extend our investment management reach, and give us a significant competitive advantage. We invite you to learn more about the benefits of investing in emerging markets with us. We deliver exceptional performance, and pay careful attention to managing risk. That is why Canadian investors rely on Excel Funds to be their window to the world.
WE HAVE COME A LONG WAY
Proud winner of Lipper Awards in 2007, 2012 and 2014
EXCEL FUNDS' VALUES