This is a financial promotion for FSSA Global Emerging Markets Strategies. This information is for professional clients only in the UK and elsewhere where lawful. Investing involves certain risks including:
- The value of investments and any income from them may go down as well as up and are not guaranteed. Investors may get back significantly less than the original amount invested.
- Currency risk: the Fund invests in assets which are denominated in other currencies; changes in exchange rates will affect the value of the Fund and could create losses. Currency control decisions made by governments could affect the value of the Fund's investments and could cause the Fund to defer or suspend redemptions of its shares.
- Emerging market risk: Emerging markets tend to be more sensitive to economic and political conditions than developed markets. Other factors include greater liquidity risk, restrictions on investment or transfer of assets, failed/delayed settlement and difficulties valuing securities. .
For details of the firms issuing this information and any funds referred to, please see Terms and Conditions and Important Information.
For a full description of the terms of investment and the risks please see the Prospectus and Key Investor Information Document for each Fund.
If you are in any doubt as to the suitability of our funds for your investment needs, please seek investment advice.
Tap into some of the world’s fastest-growing markets by investing into a diverse set of high quality companies across the Global Emerging Markets.
About the Global Emerging Markets strategy
Investing in the Global Emerging Markets requires applying a different mind-set and toolbox to each individual country before assessing the bottom-up factors.
Rasmus Nemmoe, Portfolio Manager, explains the challenges of investing in the Global Emerging Markets.
Global Emerging Markets
Dominant consumer franchises
With favourable demographics and low consumption per capita – particularly in Southeast Asia and India – we believe dominant consumer franchises can offer good growth potential over the long term.
Strong alignment, innovative culture
Decisions taken by company management in both good and bad times can significantly affect its long-term outlook. We look for strong alignment with management and a culture that embraces innovation.
High quality financials
As income levels rise, we believe credit penetration in emerging markets will continue to increase. We aim to back the most efficient and risk-aware financial franchises to gain market share through the cycles.
Internet and technology
Rising smartphone usage, young demographics and large pools of IT talent have led to burgeoning technology markets. With an ability to reinvest at high rates, we believe market leaders will continue to increase their market share and generate long term growth.
Insights
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Why FSSA Investment Managers?
At FSSA Investment Managers we believe that to consider the future, you need to understand the past. We believe that preserving capital is the most important aspect of growing it. And we believe that looking at things differently is more important than looking at things too closely. With this distinct perspective, we look to invest in good people running good businesses who can deliver sustainable, long term growth.
1988 team established
Our history reflects our long-term approach; we look for quality companies that we can buy and hold over time.
Absolute return mind-set
Our investment approach focuses on generating absolute returns for our clients. With every investment we make, we look at the potential downside and not just upside.
20+ investment professionals
Our team of specialists conduct fundamental analysis to find quality companies at sensible prices.
ESG fully integrated
Environmental, social and governance as an analysis is fully integrated into our investment process since the team’s establishment.
Our investment philosophy
FSSA Investment Managers’ investment approach is centred on identifying quality companies, buying them at a sensible price and holding for the long term.
We look for founders and management teams that act with integrity and risk awareness; and dominant franchises that have the ability to deliver sustainable and predictable returns over the long term.
We are research-driven, bottom-up investors1, carrying out detailed fundamental analysis2 to identify high quality companies to invest in for the long term. We travel extensively to meet with companies to assess the quality of management and their track record of executing long-term strategies; and supplement this with a qualitative and quantitative analysis of the company’s ability to compound growth in excess of the cost of capital.
1. Bottom-up investing is an investment approach that focuses on the analysis of individual stocks and de-emphasizes the significance of macroeconomic cycles.
2. Fundamental analysis is a method of measuring a security's intrinsic value by examining related economic and financial factors.
Investment Resources
For more information, please contact us.
Investing in Asia
FSSA Investment Managers are specialists in Asia and Global Emerging Markets, managing USD25.8Bn on behalf of client globally (as at 31 December 2023). We are bottom-up investors that use fundamental research and analysis to construct high-conviction portfolios.
