Strategy Overview
Investment approach
The investment strategy seeks to achieve capital growth by investing in a diversified portfolio of Smaller Emerging Market Securities.
This strategy is used in the Fiera Oaks EM Select Fund (formally known as the Smaller Emerging Markets Opportunities Fund), which is a sub fund of the OAKS Emerging Umbrella Fund plc. This new sub fund launched on 6 January 2021.
Key Characteristics
- Typically 50 – 65 holdings
- All‐Cap GARP with a focus on domestic growth
- Stockpicking approach
- No account taken of the benchmark; absolute return mind‐set
- Frontier Portfolio Managers with over 30 years industry experience
Portfolio
Country Exposure
Country Exposure
| Country | Exposure | |
|---|---|---|
| Greece | 12.7% | |
| Indonesia | 8.1% | |
| Kazakhstan | 7.5% | |
| Mexico | 6.4% | |
| Philippines | 10.6% | |
| Poland | 4.8% | |
| Saudi Arabia | 18.3% | |
| UAE | 7.8% | |
| Vietnam | 13.8% | |
| Others | 10% |
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Greece
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Indonesia
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Kazakhstan
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Mexico
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Philippines
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Poland
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Saudi Arabia
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UAE
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Vietnam
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Others
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| 0% | 4% | 8% | 12% | 16% |
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Investment Team
Related Insights
Follow the Money: A Strategic Call to the Heart of The Gulf
Greece: A transformative region for investors?
The Opportunity in Actively Managed Emerging Market Investing
Fiera OAKS EM Select Strategy: A Three-Year Recap
Frontier Markets – An Alternative to Emerging Markets
Leading in Emerging Markets by Example
High Growth Opportunities in a Low Growth World
Dominic Bokor-Ingram on Emerging Markets Opportunities
The Greek Recovery Story
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.