Emerging Markets Value Library


Why Now is the Time to Invest in Emerging Markets Value

Why Now is the Time to Invest in Emerging Markets Value

Roughly 85% of every dollar invested in EM is tied to a growth mandate. With most allocators differentiating between growth and value exposures in the developed world, why not diversify in EM?
A Value Allocation to EM

Thinking Strategically About a Value Allocation to Emerging Markets

A valuation-based approach has worked better in emerging markets than the developed world.
Opportunity in Emerging Markets After Drawdowns

Opportunity in Emerging Markets After Drawdowns

Uncertainty creates value opportunities in emerging markets. Severe underperformance by specific emerging-market countries has historically created fertile hunting ground for alpha generation.
Emerging Markets vs Developed Markets

Time to Look for Value in the Emerging Markets?

As economies gradually reopen, valuations look favorable in emerging markets relative to the rest of the world.
Value Investing Reigns in Emerging Markets

Value Investing Reigns in Emerging Markets

Value investing has proven to be an extremely reliable approach, outperforming 78% of the time based on rolling five-year periods since 1992.
Feeling Underexposed? Value in Emerging Markets

Feeling Underexposed? Value in Emerging Markets

Value in emerging markets has produced superior returns to growth over time and better relative returns vs. developed markets.