Select a country/region

  1. Australia
  2. International
Australia

Global EmergingMarkets

Overview

The Paradice Global Emerging Market team, established by co-portfolio managers Edward Su and Michael Roberge, joined Paradice in July 2018.

The strategy typically invests in 40-60 businesses economically tied to the emerging markets that we believe can compound value over an economic cycle.

We consider that this level of concentration ensures that we remain disciplined and only include the highest conviction ideas. Though we are benchmark agnostic and our sector and geographic exposure is largely the result of our bottom up investment process, we do intentionally seek diversification across both sectors and geographies.

We believe that the focus of the strategy is well aligned with our clients who seek long term capital appreciation.  Essential to our investment approach as well is an emphasis on capital preservation.

Objective

The strategy’s investment objective is to deliver superior compounding over an economic cycle.

Net Returns as at 30 April 2020
1M
3M
1Y
3Y
5Y
Since Inception
Inception Date
Global Emerging MarketsBenchmarkValue Add
1MBenchmarkValue Add 3.10%
2.05%
1.05%
3MBenchmarkValue Add -9.09%
-10.55%
1.46%
1YBenchmarkValue Add -
-
-
3YBenchmarkValue Add -
-
-
5YBenchmarkValue Add -
-
-
Since InceptionBenchmarkValue Add 10.65%
-0.78%
11.43%
Inception Date 15 May 2019

Benchmark: MSCI Emerging Markets Net Total Return Index

Past performance of the strategy is not a reliable indicator of future performance. The value of an investment in the strategy may rise or fall. Returns are not guaranteed by any person. Fund returns are calculated before tax and after ongoing management costs. Returns are annualised for time periods greater than 1 year. All returns are denoted in Australian dollars. For further information please refer to our disclaimer page.

Ready to Invest?

Visit our Investor Centre for more information and how you can invest.

  1. Investor Centre

Our strategies

At Paradice we manage investment capital on behalf of a range of investors including institutional, private wealth, family offices and individual investors.