Emerging Markets Equities

The more you look, the more you see

EM equity assets managed firmwide

USD 28 B

Track record managing EM equities

33 years

Number of EM equity approaches

23

Overview

Our approaches rely on our combination of expertise and collaboration, which informs the investment perspectives that drive all of our emerging markets funds. Our culture of sharing and testing ideas leads us to offer distinctive approaches across equity and fixed income, including core and thematic equity as well as sovereign and corporate emerging debt.

Distinctive strategies
Broad and deep research
Global collaboration
Distinctive strategies

With a multi-boutique investment platform — backed by our private partnership structure — and no chief investment officer, we give each portfolio manager the freedom to build innovative investment approaches. We offer distinctive strategies focused on meeting investors’ needs.

Broad and deep research

Our research capabilities are as broad as emerging economies themselves. We have around 50 global industry analysts covering over 1,000 emerging markets stocks. In addition to visiting companies, our emerging markets specialists conduct grassroots research into areas such as changing lifestyles and consumption patterns.

Global collaboration

Our equity investors collaborate daily with colleagues specialising in fixed income, commodities, macroeconomics and ESG. Our credit and equity analysts often have joint meetings with company management teams so that we can form a holistic view of the health of a company.

OUR HERITAGE

  • 1985

    Wellington Management makes its first investment in emerging markets equity

  • 1994

    We launch our first dedicated global emerging markets approach

  • 1999

    We extend our platform to include our first dedicated regional emerging markets approach focused on Latin America

  • 2007

    Tapping into our deep industry expertise, our growing suite of emerging markets products begins to incorporate sector-specific approaches. Our earliest approach focusing on the health care sector

  • 2009

    Combining our expertise in emerging markets and quantitative investing, we create our first emerging markets systematic approach

  • 2015

    We launch our first dedicated China A-share strategy and an approach focusing on the future development of emerging markets

  • Today

    To meet investors' needs, we offer a full range of emerging markets strategies, including core, regional, thematic and systematic equity approaches

Our equity funds seek out the hidden
gems of tomorrow



Emerging Markets Research Equity Core Fund

Drawing on our fundamental sector expertise, seeking to unearth the best large and mid-cap emerging markets companies

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Emerging Market Development Fund

Investing in emerging markets companies that we believe will benefit from economic and structural development themes

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Emerging Markets Systematic Equity Fund

Sifting through data to find the drivers across the market-cap spectrum using a systematic approach

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View our suite of emerging markets funds

VIEW FUNDS

Investors should consider the risks that may impact their capital. The value of your investment may become more or less than the amount you initially invested.

EMERGING MARKETS EQUITIES AT WELLINGTON MANAGEMENT

Rapid change in the developing world is creating a new set of tailwinds for sectors and companies. Wellington’s specialists in emerging markets equities discuss how they approach such a dynamic and diverse asset class.

EMERGING MARKETS INSIGHTS

2020 Asia Summit
This event replay features the four keynote sessions from our 2020 Asia Summit program where we discussed key themes in emerging markets; topics included US-China relations, climate change shorting in EM, and rethinking your EM exposure.
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November 2020
2020 Asia Summit
,
Multiple speakers
EMs: With great challenges come great opportunities
From health and wellness to climate change and more, the COVID-19 crisis has spawned or accelerated compelling investable themes across a range of EM countries. Against that backdrop, four of Wellington’s EM equity portfolio managers share their latest insights.
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October 2020
EMs: With great challenges come great opportunities
,
Multiple authors
Tracking the green transition in emerging markets
COVID-19 has ratcheted up environmental debates across emerging markets and highlighted the intersection of those concerns with local supply chains and infrastructure gaps. Equity Portfolio Manager Liliana Castillo Dearth looks at China as a case study.
Read more
October 2020
Tracking the green transition in emerging markets
,
Liliana Castillo Dearth
Allocating to China — a deeper dive by asset class
Learn why we believe there is a strong case for increasing allocations to China across multiple asset classes.
Read more
October 2020
Allocating to China — a deeper dive by asset class
,
Cara Lafond
 CFA
Climate change and emerging markets: assessing opportunities and challenges
Emerging markets are on the front lines of climate change. Aware of the challenges, many EM companies are developing solutions, shifting business models and realigning corporate policies to help them prepare. Two of our EM portfolio managers share insights on the investing landscape and offer a framework for incorporating climate-related themes into a portfolio.
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September 2020
Climate change and emerging markets: assessing opportunities and challenges
,
Wendy Cromwell
 CFA
Simon Henry
 CFA
Dáire Dunne
 CFA
Emerging markets: navigating opportunities and risks in today’s crisis
We explore today's key emerging markets themes including the impact of COVID-19, China's evolving global relationships and an increased focus on sustainability.
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August 2020
Emerging markets: navigating opportunities and risks in today’s crisis
,
Niraj Bhagwat
 CA
Dáire Dunne
 CFA
US-China frictions: reading between the headlines
We highlight the escalating conflict between the US and China and discuss potential investment implications.
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August 2020
US-China frictions: reading between the headlines
,
Bo Meunier
 CFA
Vera Trojan
 CFA
Graham Proud
A is for allocation: the rationale for increasing exposure<br> to China
Allocations to China equity are widely recommended, but how much is appropriate and why? We consider several reasons why this may make sense for offshore investors.
Read more
June 2020
A is for allocation: the rationale for increasing exposure
to China
,
Cara Lafond
 CFA
Phil Li
 CFA
Joshua Berger
 CFA, CMT
EXPLORE INSIGHTS

Past performance is no guarantee of future performance and can be misleading. Funds returns are shown net of fees.
Source: Wellington Management

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Investment in the funds described on this website carries a substantial degree of risk and places an investor’s capital at risk. The price and value of investments is not guaranteed and can go down as well as up. An investor may not get back the original amount invested and an investor may lose all of their investment. Investment in the funds described on this website is not suitable for all investors. If an investor is in any doubt as to the suitability of an investment in a fund, an investor should consult an independent financial advisor. The information on this website does not constitute, and should not be construed as, investment advice or a recommendation to buy, sell or otherwise transact in any security including, but not limited to, shares in the funds. An investor should only invest in a fund once that investor has carefully read and understood the offering documents for the relevant fund, which are the relevant prospectus, and Key Investor Information which contain further information on the risks and features of the fund, and the latest financial reports and any other offering documents for the fund which are available on this Website. Unless stated otherwise data is as at previous month end.

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