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Emerging markets regional

China

meunier-bo
Bo Meunier, CFA
Portfolio Manager

We are mindful of the deep economic and financial ties that continue to bind the world’s two largest economies together. Within the confines of economically rational decision-making, we think these ties will draw boundaries around negotiation.

Bo Meunier, CFA
Portfolio Manager

Asia

jun oh
Jun Oh
Portfolio Manager

We believe within Asia’s growth story, economic cyclicality, currency fluctuation, and heightened investor behavioral biases result in a high level of volatility – which will persist, and present the areas of apathy we aim to exploit.​

Jun Oh
Portfolio Manager

Investments involve risks including possible loss of principal. This is not to be construed as investment advice or a recommendation to buy or sell any security. Please review important Investment Risks & Definitions