EMES

EMES targets emerging market companies, maintaining a focused portfolio of 40-50 firms that champion diverse growth themes. It employs a detailed selection process, evaluating companies based on business models, management quality, and financial metrics, seeking high quality market leaders. Governance is central, with an emphasis on strong ethical practices and effective management structures to ensure sustainable business operations. The fund predominantly invests in common stocks and depositary receipts, with a strategic approach to foreign currency transactions for enhanced flexibility. The fund is classified as non-diversified, allowing it to concentrate holdings and potentially amplify returns from selected firms. By actively monitoring its evaluation factors and adapting its strategies, EMES aims to adjust its portfolio to achieve long-term capital growth over a period of five years or more, ensuring alignment with evolving market conditions and opportunities.