Equity

Emerging Markets

Unconstrained, concentrated approach to emerging markets growth investing

building exterior. Close up on office building at night with reflection

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.

Available Vehicles

Institutional Separate Account

US Mutual Fund

 

 

Collective Investment Trust

 

 

UCITS Fund

Investment Team

Mark B. Baribeau, CFA

Managing Director

|

Head of Global Equity

Sara Moreno

Managing Director

Albert Kwok, CFA

Managing Director

Brannon P. Cook

Managing Director

|

Global Industrials/Transportation Infrastructure

Owen Hyde, CFA

Managing Director

|

Technology

Owuraka Koney, CFA

Managing Director

|

Industrials/Consumer

Steven M. Postal, CFA

Managing Director

|

Health Care

Nick Rubinstein

Managing Director

|

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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