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At a glance
A global emerging markets (EM) equity strategy that targets companies who exhibit strong or improving Environmental, Social and Governance (ESG) qualities as well as sustain and accelerate high-quality and profitable growth.
23 September 2020
MSCI Emerging Markets Index
Key reasons to invest
1. Strong Emerging Markets heritage
2. ESG objective
3. Consistent, repeatable process
Risks to be aware of
The decision to invest in the promoted fund should also take into account all the characteristics or objectives of the promoted fund as described in its prospectus. The fund’s sustainability related disclosures can be found in the literature section.
The market often underestimates the ability of highly innovative businesses to sustain high returns on capital and strong growth over the long run. Many such highly innovative companies also lead their peers in ESG best practices.
We seek to identify and invest in high-quality innovators through a combination of a detailed fundamental analysis and Columbia Threadneedle’s proprietary ESG research.
We utilise a ‘stewards-of-capital’ and competitive advantage framework to identify companies that can sustain and accelerate profitable growth over the long term, with a focus on return on invested capital. We work closely with our RI team to build a high conviction, best ideas portfolio of emerging markets innovative, ESG-friendly companies.
As we take a ‘go anywhere’ approach, stock selection drives sector and country weightings, and we believe our focus on long-term sustainable practices will drive outperformance across a range of market conditions.
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.