Hong Kong View: Diversification is King-even with emerging countries (photo: FreePik, Peerafoto)
In the wild mess of the emerging countries, where volatility and uncertainty are the order of the day, the Schroders Emerging Markets Value Fund (Isin: LU2448034822) as a fixed point for Value investors out. Under the direction of the experienced manager duo Vera German and Juan Torres, undervalued companies are systematically searched for, which were wrongly punished after violent course of the course.
Fundamental analysis instead of blind hype
Since its laying on in September 2020, the fund has been pursuing a clear, sober strategy: Instead of relying on short -lived trends, it has been deep into the fundamental data of the companies. Balance strength, robust business models and sustainable competitive advantages are the cornerstones that are the decisive factor here. Especially in stormy times, it turns out that companies with real value potential have the front in the long term – far from the short -term speculation hype.
Diversification is King-even with emerging countries
With a portfolio of 41 shares from 17 countries and 10 industries, the fund relies on broad diversification. It is not only placed on the well -known market giants, but also smaller, often overlooked companies with great potential. This balanced mix minimizes geographical risks and at the same time opens up a wide range of opportunities – a strategy that is invaluable in the treacherous realms of the emerging countries.
The top shares: from tech to consumption, from China to South Africa
There are some very special names in the portfolio: VTECH Holdings from Hong Kong is a prime example of a technology company that, despite the intermediate setbacks, is on a solid foundation. Tiger Brands from South Africa convinces as a consumer goods giant with stable cash flows and a strong market position.
The Chinese e-commerce giant Alibaba, which, despite regulatory uncertainties, offers long-term potential should not be missing. The top picks are rounded off by United Laboratories from the Philippines who work in the health sector, and Halyk Bank from Kazakhstan, which strengthens the financial area of the portfolio.
Performance that convinces
The figures speak for themselves: The fund has increased by 83.9 percent since laying – for comparison: The MSCI Emerging Markets Index only managed 13.6 percent in the same period. Even over the annual point of view, the fund has a strong performance of 20 percent. These results show that the strategy of investing anti -cyclical in emerging markets value is not only far -sighted, but also successful.
Conclusion: Value-Investing with foresight
The jungle of the emerging countries is not for the faint of heart – but with the Schroders Emerging Markets Value Fund, investors can use the opportunities of these emerging markets without taking unnecessary risks. Here it is not speculated, but anti -cyclically invested in solid values that convince in the long term. For brave investors who want to assert themselves in this turbulent environment, the fund is an instrument to track down the hidden value pearls in the emerging markets jungle and to benefit from it.
Disclaimer:
No investment advice. No call to buy or sell securities.