Structural changes in the world economy are transforming emerging markets. We look to invest in the winners that emerge as efficient and sustainable businesses.
"Emerging markets are establishing sustainable growth rather than the old model of cheap labour, cheap land, pollute as much as you want. Now is the time for them to find their niche in the global supply chain."
Why Hermes Global Emerging Markets?
Experience & rigour
Manager Gary Greenberg has three decades of investment experience.
Truly active management
A concentrated portfolio with a high active share, invested long term.
Environmental, social and governance factors are integrated into our analysis.
Quality & safety
Buying quality companies at a discount gives a margin of safety.
Risk is assessed at a stock, sector and country level. The team also considers ESG elements as part of their assessment of risk. This analysis is supported by Hermes EOS, our in-house engagement service. The investment team’s analysis of risk and opportunities feeds into their allocation decisions, which are focused on risk-adjusted returns.
|2017 Investment Week:
Fund Manager of the Year Winner Global Emerging Markets
|2017 Financial Express:
Alpha Manager of the Year Emerging Markets
|2016 Institutional Investor:
European money management awards Emerging Markets Equity
Gary Greenberg, Head of Global Emerging Markets, meets with Citywire to discuss China’s transition to a consumer-driven global tech leader.
Targets cannot be guaranteed.