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Emerging markets equity
Diverse and research-focused team investing in high quality companies operating in areas of long-term structural growth
The RBC Emerging Markets Equity team offers significant experience in emerging markets equity investing, through a stable and diverse team working together out of London. We combine top-down themes with rigorous company level research to support a range of quality focused global EM and EM ex-China equity solutions across the market cap spectrum. Since its foundation in 2009, the team has delivered a strong performance track record of benchmark outperformance across different market conditions.
Emerging markets equity
Funds
Our approach
Diversity of thought:
We strongly feel that our diversity is critical to our success. We have consciously built a diverse team in terms of backgrounds, personalities, and ways of thinking. We have a strong culture of discussion and debate which helps bring different perspectives to the table when evaluating investment opportunities. This has helped create differentiated portfolios and avoid consensus calls.
We strongly feel that our diversity is critical to our success. We have consciously built a diverse team in terms of backgrounds, personalities, and ways of thinking. We have a strong culture of discussion and debate which helps bring different perspectives to the table when evaluating investment opportunities. This has helped create differentiated portfolios and avoid consensus calls.
Culture:
We place a big emphasis on culture within our own team, and pride ourselves on having a highly open and collaborative environment. We apply this same criteria when looking at companies. We spend significant time evaluating company management, and engage on areas such as employee engagement, strategy, and innovation, all of which we believe define the corporate culture of a firm.
We place a big emphasis on culture within our own team, and pride ourselves on having a highly open and collaborative environment. We apply this same criteria when looking at companies. We spend significant time evaluating company management, and engage on areas such as employee engagement, strategy, and innovation, all of which we believe define the corporate culture of a firm.
Research focus:
A key differentiator for the team is the breadth and depth of independent research that we do. We have built a strong research platform that has four key characteristics. It is long term, global, focused on management, and integrates ESG and durability. We focus on long term, secular themes as part of our top-down research, and have a detailed, systematic approach from a bottom-up perspective.
A key differentiator for the team is the breadth and depth of independent research that we do. We have built a strong research platform that has four key characteristics. It is long term, global, focused on management, and integrates ESG and durability. We focus on long term, secular themes as part of our top-down research, and have a detailed, systematic approach from a bottom-up perspective.
Durability and ESG:
We believe companies that adopt a forward-thinking and proactive approach across a range of ESG factors (1) are likely to have more durable business practices and returns. We conduct our ESG research independently, with all team members responsible for ESG-related analysis. This structure allows us to assess materiality and engage with the companies in which we invest.
We believe companies that adopt a forward-thinking and proactive approach across a range of ESG factors (1) are likely to have more durable business practices and returns. We conduct our ESG research independently, with all team members responsible for ESG-related analysis. This structure allows us to assess materiality and engage with the companies in which we invest.
Investment philosophy
- We believe management quality is key to a company’s long-term performance; we assess factors such as execution track record, vision, and integrity
- Quality franchises with sustainable competitive advantages are able to maintain industry leadership and outperform over the long-term
- Companies that invest for the long-term and prioritise ESG factors1 are likely to have more durable business practices and returns
“Environmental, social and governance factors and sustainability-related reforms are becoming increasingly important for countries in emerging markets.”
Phil Langham
Head of RBC Emerging Markets Equity and Senior Portfolio Manager
Meet the emerging markets equity team
Phil Langham
Senior Portfolio Manager, Head of RBC Emerging Markets Equities, RBC Emerging Markets Equity
Laurence Bensafi
Portfolio Manager, Deputy Head of RBC Emerging Market Equities, RBC Emerging Markets Equity
1. Certain investment strategies, asset classes, exposure and security types do not integrate ESG factors, including but not limited to money market, buy-and maintain, passive, and certain third-party sub-advised strategies or certain currency or derivative instruments. Different strategies that integrate ESG factors will be at varying stages of implementation. Please read a fund's prospectus or offering memorandum for further details.