Emerging Wealth Equity

Strategy Summary

  • Style: Growth
  • Approach: Active, Bottom-Up
  • Benchmark: MSCI Emerging Markets Index
  • Inception: 4/1/2011
  • Strategy Assets: $109 MM as of 6/30/19

Investment Philosophy

We believe that emerging market economies will experience faster GDP growth driving rising per capita income and domestic consumption over the long term.  We believe this global growth trend will drive enhanced stock price performance of quality companies that are well positioned to serve these growing consumer driven economies.  Companies for consideration may be domiciled in either an emerging market or developed market, providing optimal flexibility to find best in class businesses for enhanced portfolio liquidity. 


Strategy Profile


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