The Emerging Markets Plus Equity strategy:
- Is actively managed, utilizing a bottom-up security selection process.
- Typically invests in 50-70 companies with attractive valuations.
- Seeks long-term capital appreciation through investments in common stocks of companies that are located, or have primary operations, in emerging markets economies with market capitalizations greater than USD $1.5 billion.
- Emphasizes Economic Value Added (EVA) in its process.
- Identifies mispriced businesses that can generate positive and sustainable earnings growth.
- Controls risk at every stage of the investment process, from detailed comprehensive company research to conservative valuation assumptions, and adheres to strict individual company and country exposure parameters within a well-diversified portfolio.
(As of 12/31/2016)
|Inception date||QTR||YTD||1 yr||3 yr||5 yr||Since Inception|
|Emerging Markets Plus Gross of Fees||7/1/2012||-6.33%||15.44%||15.44%||-0.51%||n/a||-0.49%|
|Emerging Markets Plus Net of Fees||-6.56%||14.36%||14.36%||-1.46%||n/a||-1.37%|
|MSCI Emerging Markets Index Net||-4.16%||11.19%||11.19%||-2.55%||n/a||0.55%|
The portfolio is managed by Patricia Perez-Coutts, CFA who is supported by a team of sector analysts.
Portfolio Manager - Global Equities
Portfolio Manager - Emerging Markets SMidCap
Error correction: There were technical errors that prevented the updated numbers from correctly feeding through to the public website when Westwood updated product performance numbers in April. These issues were addressed on June 13, 2016, and the performance information through March 31, 2016 is now correct.
For purposes of compliance with the GIPS standards, the firm (“Westwood” or the “Firm”) is defined as the assets of Westwood Management Corp. and Westwood International Advisors Inc. Westwood Management Corp. is an SEC registered investment adviser under the Investment Advisers Act of 1940 that provides investment supervisory services, managing equity and fixed income portfolios. Westwood International Advisors Inc. is a registered portfolio manager with the Ontario Securities Commission and the Autorité des marchés financiers in Quebec that provides investment supervisory services for global and emerging markets equity portfolios. Westwood Management Corp. and Westwood International Advisors Inc. are wholly owned subsidiaries of Westwood Holdings Group, Inc. (NYSE: WHG). Policies for valuing portfolios, calculating performance, and preparing compliant presentations are available upon request, as is a complete list and description of the Firm’s composites, by contacting email@example.com.
Westwood Management Corp. claims compliance with the Global Investment Performance Standards (GIPS®). Unless otherwise stated, performance shown is in U.S. Dollars.
The Emerging Markets Plus Composite includes all taxable and tax-exempt, fee-paying fully discretionary accounts invested primarily in common stocks of 50-70 companies that are located, or have primary operations, in emerging market economies and have market capitalizations greater than USD $1.5 billion. There is no minimum portfolio size for inclusion in the Emerging Markets Plus Composite. Portfolio returns reflect the reinvestment of dividend and interest income. The MSCI Emerging Markets Index is a free float-adjusted market capitalization index that is designed to measure equity market performance of emerging markets. The MSCI Emerging Markets Index consists of the following 23 emerging market country indices: Brazil, Chile, China, Colombia, Czech Republic, Egypt, Greece, Hungary, India, Indonesia, Korea, Malaysia, Mexico, Peru, Philippines, Poland, Qatar, Russia, South Africa, Taiwan, Thailand, Turkey and United Arab Emirates. The comparative index returns include reinvestment of income but do not include transaction costs or management fees.