Strategy Overview
Strategy Description
The Global Emerging Markets strategy is based on a bottom-up, fundamental research-driven approach to stock selection and aims to build a concentrated, growth-orientated portfolio with an emphasis on quality. It focuses on both quantitative and qualitative analysis with a preference for less well understood opportunities. Risk-adjusted upside potential is a main determinant of selection and position sizes are driven by conviction with no regard to index weighting.
Key Differentiators
- Focus on high-quality companies positioned to benefit from macroeconomic and/or company-specific catalysts.
- Forward-looking assessment of quality, emphasizing pivotal changes and future potential rather than solely relying on historical financials.
- Demonstrated track record of delivering strong returns across market cycles with effective downside protection.
- Flexibility to invest in under-researched Emerging Markets that often remain outside the radar of international investors.
- On-the-ground primary research, enabling access to a broader universe of attractive stocks not covered by international brokers.
Highlights
- Inception Date
- July 1, 2010
- Style
- All-cap GARP
- Process
- Process
- Turnover
- Turnover
- Investment horizon
- Medium to Long Term
- Number of holdings
- 50 to 65
- Sector deviation
- Potentially large, driven by conviction
Investment Team
The OAKS investment team is a dedicated Emerging and Frontier Markets equity team, combining highly experienced portfolio managers with country specialized analysts to deliver a disciplined, research-driven investment approach. The structure combines top down macro awareness, particularly around reforms and economic inflection points, with bottom up stock selection focused on high quality companies with identifiable catalysts, enabling the identification of mispriced opportunities in under researched markets. The team operates with a long-standing, repeatable investment process, balancing senior experience with developing talent to ensure continuity, depth of coverage, and is aligned with clients through a performance-oriented culture focused on delivering long-term returns.
They are supported by seven analysts. The investment team is located at our London office for Fiera Capital (UK) Limited.
Related Insights
Taiwan, Supply Chain and AI: Powering the Next Phase of Growth
All Eyes on Emerging Markets
Documents
Important Disclosures
Nothing on this website should be viewed as a recommendation, offer or solicitation to buy or sell any security or investment and does not constitute investment, legal, tax or accounting advice. Services are offered only to qualified investors and only in accordance with applicable laws and regulations in each relevant jurisdiction. Information is believed to be accurate as of the publication date but may change without notice; no warranty is provided, and Fiera Capital and its affiliates disclaim liability for its use.
Past performance is not a guarantee of future results. Inherent in any investment is the potential for loss. Target returns are aspirational, forward-looking and do not represent actual performance. There is no guarantee that such performance will be achieved, and actual results may vary substantially. Metrics (e.g., exposures, ratios, characteristics) are for reference only and may not capture all relevant factors. Different metrics may lead to materially different conclusions; Any specific holdings mentioned are for illustration only, and may not represent the full portfolio, past holdings, or future positions. Indices are unmanaged, not investable, and do not reflect fees or expenses. Index comparisons are provided for context and portfolio holdings may differ significantly from those of any index; All investment strategies involve risks, including market, economic, financial, operational, liquidity, valuation, and regulatory risks. Certain strategies may use leverage, derivatives, or concentrated exposures, which can increase volatility and risk of loss; No strategy, diversification approach, or risk management technique can eliminate risk, or guarantee returns in all market environments; Investors should review relevant governing documents and consult their own advisers before making investment decisions.
Environmental, social, governance (“ESG”) or impact related goals, commitments, or initiatives referenced on this website are voluntary, may not apply uniformly across strategies, and may be modified or discontinued at Fiera Capital’s discretion. ESG-related processes do not guarantee any specific investment outcome.