Equity

Emerging Markets

Unconstrained, concentrated approach to emerging markets growth investing

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Overview

  • Team approach leverages three independent sources from our Growth, Value, and Small/Mid Cap teams
  • Holdings are biased toward differentiated business models with fundamentals inflecting higher, high quality management teams, and non-traditional industries with long duration growth profiles

Characteristics & Performance 

 

Composite Inception9/30/2014
Strategy AUM$1.4 Billion as of 3/31/25
BenchmarkMSCI Emerging Markets Index
Holdings RangeTypically 35-45
Avg. Position Size1 – 4% of portfolio
Active Share>90%
Cash<5%

Performance results are calculated in US dollars and reflect reinvestment of dividends and other earnings. Periods greater than one year are annualized. Please refer to the GIPS presentation, which includes fee information and criteria for composite performance creation.

Investment Team

Albert Kwok and Sara Moreno are the portfolio managers responsible for the daily management of Emerging Markets portfolios. Mark Baribeau is the Head of Global Equity strategies at Jennison and has oversight responsibility for the Emerging Markets equity strategy. Albert and Sara report to Mark as Emerging Markets portfolio managers and Emerging Markets research analysts. The portfolio management team is also supported by Jennison’s global growth sector analysts.

In addition to their roles as Emerging Market portfolio managers, Albert and Sara also serve as research analysts. Albert focuses on stocks in Emerging Asia. He grew up in Hong Kong and Singapore and is fluent in Mandarin and Cantonese. Sara focuses on stocks in Latin America and Emerging Eastern Europe, the Middle East, and Africa. She grew up in Ecuador, Nigeria, and Trinidad and Tobago. She is fluent in Spanish, and proficient in French and Italian. The team also leverages the insights and experience of Jennison’s other research analysts, many of whom are sector specialists and work on the firm’s other equity strategies.

Mark B. Baribeau, CFA

Managing Director

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Head of Global Equity

Sara Moreno

Managing Director

Albert Kwok, CFA

Managing Director

Brannon P. Cook

Managing Director

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Global Industrials/Transportation Infrastructure

Owen Hyde, CFA

Managing Director

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Technology

Owuraka Koney, CFA

Managing Director

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Industrials/Consumer

Steven M. Postal, CFA

Managing Director

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Health Care

Nick Rubinstein

Managing Director

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Technology

Zachary Gill, CFA

Managing Director

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Consumer, Technology

Rebecca Irwin

Managing Director

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Consumer/Internet

Anuj Parikh

Principal

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Technology

Aditi Puri

Managing Director

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Consumer/Financials

Peter L. Clark

Managing Director

Nicholas Samuels

Managing Director

Douglas L. Richardson, CFA, CAIA

Managing Director

Raj Shant

Managing Director

EQUITY

EMERGING MARKETS

Unconstrained, concentrated approach to emerging

markets growth investing

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