Benefit from the expertise of a pioneer in emerging markets
Our first investments in emerging markets
Korea, Thailand, Philippines and Malaysia
Argentina, Brazil, Mexico and Taiwan
Emerging market debt
China and Russia
Today we manage US$70bn in assets in emerging market-focused strategies
Scale and scope of our research
Deep research capabilities to unearth opportunities
Our focus is and always has been on fundamental research. In addition to desk research and traditional field research, our analysts are encouraged to venture ‘off the beaten path’. Engaging directly with the companies we invest in has enabled us to make intelligent, well-informed, ‘bottom-up’ investment decisions.
LHS: Former Investment Professionals Peter Armitage (left), Tom Sorensen (center) and Bob Kirby (right) explore investment opportunities in Amman, Jordan in 1987.
RHS: Portfolio manager Rob Lovelace is briefed on crop conditions in Malaysia, 1989.
Boots on the ground
Few asset managers can match the scale and scope of our proprietary research effort. This allows us to seek out the best investment opportunities for our clients. In 2022 we conducted over 21,000 meetings in 49 countries, 23 of them being emerging markets countries.
A long-term approach to EM investing
In our experience, investing successfully means taking a long-term view. We emphasise long-term investments in companies in order to determine the difference between the fundamental value of a company and its price in the marketplace.
While this approach may often involve taking a non-consensus view and willingness to ride out volatility, the expectation is that new information will come to light over time that validates our opinions and steers the consensus view in our favour.
Our EM strategies can complement existing EM equity and debt strategies, addressing different trade-offs between return and volatility. In particular, we recognise that a diverse universe requires a flexible approach to accessing opportunities and managing risk.
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Risk factors you should consider before investing:
This material is not intended to provide investment advice or be considered a personal transparent recommendation
The value of investments can go down as well as up and you may lose some or all of your initial investment.
Past results are not a guide to future results.
If the currency in which you invest strengthens against the currency in which the underlying investments of the fund are made, the value of your investment will decrease.
The Prospectus – together with any locally-required offering documentation – sets out risks, which, depending on the fund, may include risks associated with investing in fixed income, derivatives, emerging markets and/or high-yield securities; emerging markets are volatile and may suffer from liquidity problems.
All data as at 31 December 2022 unless otherwise stated. Source: Capital Group
EM: emerging markets
Refers to the US-domiciled open-end interval fund generally offered to institutional investors and other qualified purchasers in the US by Capital International, Inc. The American Funds are not registered for sale outside of the United States.
Not all Capital Group products launched since the 1980s have been included in this timeline.
Includes countries in emerging and frontier markets as defined by the MSCI Emerging Markets Index and the MSCI Frontier Markets Index.