Seeking exposure to high quality, high growth companies in emerging markets
What the Walter Scott Emerging Markets Fund offers
Seeking high quality emerging market companies with strong growth characteristics
Conservative investment approach
Access Walter Scott’s conservative, team-based approach
Potential for high returns over a full market cycle, with lower risk than the benchmark
About the Walter Scott Emerging Markets Fund
Walter Scott & Partners Limited (Walter Scott) is a specialist global investment manager established in 1983, in Edinburgh, Scotland. Walter Scott has a wealth of experience in global equity investments. It has been managing emerging market equity portfolios since 1997. Walter Scott is a classical, fundamental and long-term growth manager, committed to an active bottom-up investment strategy.
The Walter Scott Emerging Markets Fund aims to achieve a long-term total return (before fees and expenses) that exceeds the MSCI Emerging Markets Index, in $A unhedged with net dividends reinvested (Benchmark).
Walter Scott's fundamental bottom-up investment approach combines detailed financial analysis with business and management analysis. When constructing their portfolio, the investment team focuses primarily on stock-based analysis.
The investment team seeks to invest in companies with long-term growth potential that typically exhibit key strengths, such as:
- strong earnings growth
- high return on equity, and
- sustainable profit margins
Walter Scott scours the emerging markets for what it believes are the world's best companies. The investment team uses active stock picking to target companies it believes are capable of sustainable wealth generation. This approach has created a portfolio with growth potential but historically less risk than emerging market indices and global equity indices.
How the Walter Scott Emerging Fund works
Walter Scott believes that companies capable of generating strong and sustained earnings growth over long periods typically exhibit key strengths such as:
- high return on equity
- high free cash flow, and
- high earnings growth.
Walter Scott's fundamental bottom-up investment approach combines detailed financial analysis with qualitative research in screening the global share universe for companies that are likely to meet its investment criteria.
Walter Scott expects that on average, and based on long-term experience, 15 to 25 per cent or less of the stocks in the portfolio will be turned over each year, which reflects their long-term 'buy and hold' approach.
It is this long-term, classical and fundamental approach which defines Walter Scott's conservative style of growth investing.
Why choose Macquarie?
- Quality service
- Our service is informed, friendly, professional and reliable.
- A better way to build your wealth
- Specialist investment experts to help build your wealth.
- More opportunities
- We're committed to bringing you world class investment strategies to help you build and manage your wealth.