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Emerging Markets equities
We’ve been managing dedicated emerging markets portfolios for three decades. We are targeting a wide range of growing emerging market companies.
Why invest in emerging markets?
Emerging markets can give you access to many of the world’s most dynamic, high-growth companies. Over the past two decades, the breadth and quality of these businesses have significantly improved, and the economies themselves have become more robust. However, not all opportunities are equal. With our extensive experience and unique approach, we strive to pick only the fastest-growing businesses from a diverse range of countries and industries for you.
How do we invest in emerging markets?
We consistently find that the companies which outperform are those that grow their profits faster than the market in hard currency terms over several years.
Our goal is to discover these businesses, assess their long-term growth potential and then patiently hold them, allowing our research-driven decisions to generate returns for you.
Emerging market strategies
Emerging Markets All Cap
Our longest-standing Global Emerging Markets portfolio, targeting the world’s best Emerging Market companies with a diversified approach.
Emerging Markets ex China
Seeking to provide exposure to the best Emerging Market opportunities outside of China, an increasingly common consideration for investors.
Emerging Markets Leading Companies
A more concentrated Global Emerging Markets portfolio of 35-60 stocks. Seeking strong opportunities to own for the long term.
All our investment capabilities
Equity and multi-asset income
Seeking both dependable income and long-term capital growth.
Fixed income
Targeting company and government bonds with a focus on long-term outcomes.
Flexible growth
Portfolios containing a mix of firms focused on disruption, steady compounding and timely capital allocation.
High growth
Concentrated portfolios of fast-growth companies, typically holding between 25 and 50 stocks.
Insights
Key articles, videos and podcasts relating to our emerging markets equities investment capabilities:
Emerging Markets: our philosophy
Investment manager William Sutcliffe introduces Emerging Markets, reflecting on the exciting opportunities ahead.
Monthly insights
Related insights
Emerging Markets: our philosophy
Investment manager William Sutcliffe introduces Emerging Markets, reflecting on the exciting opportunities ahead.
30 years of emerging markets
Baillie Gifford’s Will Sutcliffe explains how emerging markets have evolved in the last three decades.
High-calibre emerging markets firms
Why it’s a promising time to invest in exceptional emerging markets companies
How do we do what we do
How do we implement our emerging markets equities philosophy in practice?
Why do we do what we do
Andrew Keiller and John Rae look at why we invest in emerging markets equities in the way that we do.
China: fear or FOMO?
Ben Buckler on how investors should steer between the twin poles of risk in China.
Emerging markets – why bother?
Emerging markets have underperformed developed ones recently. So, why should we invest in them?
Finding China’s A-share jewels
The country’s domestic markets are rich in companies with the know-how to become global leaders.
Asia and energy transition
Exploring the emerging energy opportunities in Asia.