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Consistently disciplined in pursuit of emerging opportunities
A disciplined, bottom-up approach led by a team skilled and equipped to seek out emerging market ‘stewards of capital’, businesses capable of sustaining and accelerating profitable growth.
“Particularly in emerging markets, the market tends to fade the growth of well-run businesses too quickly and it’s this inefficiency that we have consistently looked to exploit. We favour ‘stewards of capital’ – companies that can sustain and accelerate profitable growth with an emphasis on shareholder returns. We combine this with our tenet of ‘no unintended bets’ setting upside and downside price targets on all stocks, creating an informed view of our defined universe with the aim of delivering attractive, consistent long-term returns for our investors.”
Dara White – global head of emerging markets
True all-cap strategy
Disciplined investment process
Stability of the team
Specialist and experienced Emerging Market investors with a stable team since their inception in 2008
Why we like high-quality businesses
- We believe in the long-run, companies with competitive advantage, financial strength and strong management teams and whom operate in an industry with certain growth potential will generate sustainable growth and returns for shareholders
- We seek out those companies, not just with attractive growth rates, but a high return on invested capital with the ability to sustain profitable growth – creating value in the long term
Investment process: clearly defined and repeatable
Exploring the equitisation of the Brazilian stock market
Dara White is the global head of emerging market equities at Columbia Threadneedle Investments and has acted as lead portfolio manager of emerging market equity strategies since 2008. He joined the company in 2006 as co-manager of the strategic investor team and is based in Portland. Prior to this, Dara was a portfolio manager and analyst with RCM Global Investors. Dara received a degree in finance and marketing from Boston College. He is a member of the CFA Institute and the Security Analysts of San Francisco. In addition, he holds the Chartered Financial Analyst designation.
The Fund is actively managed, and invests at least 75% of its assets in shares of Emerging Market companies.
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For use by Professional and/or Qualified Investors only (not to be used with or passed on to retail clients). Past performance is not a guide to future performance. The value of investments and any income is not guaranteed and can go down as well as up and may be affected by exchange rate fluctuations. This means that an investor may not get back the amount invested Threadneedle (Lux) is an investment company with variable capital (Société d’investissement à capital variable, or “SICAV”) formed under the laws of the Grand Duchy of Luxembourg. The SICAV issues, redeems and exchanges shares of different classes. The management company of the SICAV is Threadneedle Management Luxembourg S.A, which is advised by Threadneedle Asset Management Ltd. and/or selected sub-advisors. Het Fonds is op grond van artikel 1:107 van de Wet op het financieel toezicht opgenomen in het register dat wordt gehouden door de Autoriteit Financiële Markten. / Pursuant to article 1:107 of the Act of Financial Supervision, the subfund is included in the register that is kept by the AFM. This material is for information only and does not constitute an offer or solicitation of an order to buy or sell any securities or other financial instruments, or to provide investment advice or services. Subscriptions to a Fund may only be made on the basis of the current Prospectus and the Key Investor Information Document, as well as the latest annual or interim reports and the applicable terms & conditions. Please refer to the ‘Risk Factors’ section of the Prospectus for all risks applicable to investing in any fund and specifically this Fund. The above documents are available in English, French, German, Portuguese, Italian, Spanish and Dutch (no Dutch Prospectus) and can be obtained free of charge on request by writing to the management company at 44, rue de la Vallée, L-2661 Luxembourg, Grand Duchy of Luxembourg. Subscriptions to a Fund may only be made on the basis of the current Prospectus and the Key Investor Information Document, as well as the latest annual or interim reports, which can be obtained free of charge on request, and the applicable terms & conditions. Please refer to the ‘Risk Factors’ section of the Prospectus for all risks applicable to investing in any fund and specifically this Fund. The above documents and the instrument of incorporation are available on request from our representative and Paying Agent in Switzerland, RBC Investor Services Bank S.A., Esch-sur-Alzette, Zurich branch, Badenerstrasse 567, PO Box 1292, 8048 Zurich. Threadneedle Management Luxembourg S.A. Registered with the Registre de Commerce et des Societes (Luxembourg), Registered No. B 110242, 44, rue de la Vallée, L-2661 Luxembourg, Grand Duchy of Luxembourg. Columbia Threadneedle Investments is the global brand name of the Columbia and Threadneedle group of companies.
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Columbia Threadneedle Investments has a comprehensive range of investment funds catering for a broad range of objectives.