GemEquity

  • AUM: 964M€ at 2022-11-30
  • NAV: 169.13 € at 2022-12-05
  • Perf YTD: -22.83 %

Investment philosophy

GemEquity is a global emerging equity fund focused on EM consumers’ growing purchasing power.

Portfolio is made up of 30 to 80 stocks. Each individual stock having being rigorously selected for its ability to generate sustainable and growing free cash flows. Special attention is paid to liquidity.

The portfolio is deliberately built-up in a non-symmetrical manner by limiting its exposure to cyclicals and concentrating on structural growth stocks (1/3 max vs. 50% for benchmark).

A conviction-based fund focusing on companies able to generate sustainable and growing Free Cash Flows.
Investment objective

GemEquity is an active fund targeting long-term performance through exposure to securities primarily issued in the emerging countries (Asia, Latin America, the Carribbean, Eastern Europe –including Russia and countries of the former USSR, the Middle East and Africa).

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