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.
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.
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.
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
LEARN MOREEmerging Market Development Fund
Investing in emerging markets companies that we believe will benefit from economic and structural development themes
LEARN MOREEmerging Markets Systematic Equity Fund
Sifting through data to find the drivers across the market-cap spectrum using a systematic approach
LEARN MOREView our suite of emerging markets funds
VIEW FUNDSInvestors 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 INSIGHTS




Cara Lafond


Dáire Dunne


to China
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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