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Emerging Markets
Our Asia-ex Japan equities strategy is a multi-thematic, concentrated best ideas portfolio, offering investors access to the ‘Emerging Champions’ of some of the fastest growing economies in the world. The team take a dynamic, bottom-up approach and have the flexibility to invest opportunistically in non-index securities.
Our Approach
Our approach is multi-thematic with a focus on transformation and structural change globally and domestically, providing diversification and underpinning important macro tailwinds for companies.
Our Approach
We build a high conviction portfolio of 25-35 holdings, that is diversified across geographies and sectors, with the top 10 accounting for ~40% of the portfolio*.
Our approach
Our portfolio is a best in class of the ‘Emerging Champions’, those that are the long-term winners from each of our investment themes.
Our Approach
We use a rigorous bottom-up GARP approach, with a strong emphasis on price and quality, alongside a clear and integrated ESG process.
*As of 29 July 2022
Emerging Markets
Mirabaud Equities Asia ex Japan Strategy details, reporting and monthly commentary.
Emerging Markets
Emerging Markets
The themes in the portfolio are largely Asia specific and are driven in large part by the transformation and structural change taking place in Asia and globally. These themes help us to focus on areas of long-term potential, providing growth throughout the cycle.
Emerging Market Themes
Emerging Market Themes
Emerging Market Themes
Emerging Market Themes
Emerging Market Themes
Emerging Market Themes
Emerging Market Themes
Emerging Market Themes
Emerging Market Theme
AM Insights
Emerging Markets
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