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Equity

Emerging MarketsEmergingMarkets

Unconstrained, concentrated approach to emerging markets growth investing

  • Factsheet
Table of Contents
Overview
Characteristics & Performance
Available Vehicles
Investment Team

Overview

  • Bottom-up stock selection based on rigorous fundamental research drives returns over market cycles
  • Opportunistic, unconstrained approach seeks to exploit inefficiencies around the developing world, allows flexibility in locating and identifying growth across market capitalizations
  • With high active risk and reasonable concentration, we believe high-conviction ideas drive returns over market cycles

Characteristics & Performance

  • Composite Inception: 9/30/14
  • Strategy AUM:  $0.8 Billion as of 12/31/22
  • Benchmark:  MSCI Emerging Markets Index
  • Holdings Range:  Typically 35 – 45
  • Avg. Position Size: 1 – 4% of portfolio
  • Active Share: >90%
  • Cash: <5%

Available Vehicles

  • Institutional Separate Account
  • US Mutual Fund*
  • UCITS Fund
  • Collective Investment Trust

*By clicking on this link you are leaving jennison.com and being redirected to a new website

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.

Meet the Team

Performance Disclosures: Past performance does not guarantee future results. 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 for additional details, important performance information and disclosures.

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Jennison Associates LLC. All Rights Reserved.

This website is intended for Institutional and Professional Investors only. All investments involve risk, including the possible loss of capital.

Important Disclosures

Jennison Associates is a registered investment advisor under the U.S. Investment Advisers Act of 1940, as amended and a Prudential Financial company.  Registration as a registered investment adviser does not imply a certain level or skill or training.  Jennison Associates LLC has not been licensed or registered to provide investment services in any jurisdiction outside the United States. Certain investment vehicles are distributed or offered through Prudential Investment Management Services LLC (also a Prudential Financial Company) or other affiliated entities. Additionally, vehicles may not be registered or available for investment in all jurisdictions. 

Please visit https://www.jennison.com/important-disclosuresopens in a new window for important information, including information on non-US jurisdictions 

This web site is not intended as an offer or solicitation with respect to the purchase or sale of any security or other financial instrument or any investment management services. It does not constitute investment advice, should not be used as the basis for any investment decision, and does not purport to provide any legal, tax or accounting advice. This is for informational and educational purposes only and should not be construed as investment advice or an offer or solicitation in respect of any products or services to any persons who are prohibited from receiving such information under the laws applicable to their place of citizenship, domicile or residence.

Any views or opinions expressed on this website reflect the opinions of Jennison investment professionals at the time they are made and are subject to change.

Your investment objectives, risk tolerance, and liquidity needs must be reviewed before suitable programs can be recommended. Asset allocation and diversification strategies do not assure a profit or protect against loss in declining markets. Investors should consult with their attorney, accountant, and/or tax professional for advice concerning their particular situation.

Please remember that there are inherent risks involved with investing in the markets, and your investments may be worth more or less than your initial investment upon redemption. There is no guarantee that the investment managers’ objectives will be achieved. Further, there is no assurance that any strategies, methods, sectors, or any investment programs herein were or will prove to be profitable, or that any investment recommendations or decisions we make in the future will be profitable for any investor or client. Professional money management is not suitable for all investors.

There is no guarantee our objectives will be met. All investments contain risk, including possible loss of principal. The strategy may vary significantly from the benchmark in several ways including, but not limited to, sector and issuer weightings, portfolio characteristics, and security types.

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