The strategy focuses on investing in emerging market companies with sustainable franchises that are trading below what the team believes to be their intrinsic value, and have a high potential to earn returns above capital costs over the long term.
The team attempts to identify these companies by using a strong valuation discipline with focused analysis on a company’s ability to sustainably exploit a large market opportunity.
The team seeks to invest in companies that, in their view, offer:
They believe a focus on creative destruction is an important element of their process as it conditions them to anticipate and attempt to take advantage of change in the rapidly shifting emerging market investment landscape.
The emerging markets strategy is available via a segregated account or a UCITS compliant pooled fund.
All third-party marks cited are the property of their respective owners.
Investors should consider the investment objectives, risks, charges, and expenses of the Fund carefully before investing. The prospectus and Key Investor Information Documents (KIIDs) contain this and other important information about the Fund. You can request a prospectus, fund supplement, and/or KIID free of charge by calling +353-1-483-2429, visiting delawarefunds.com/ucits/literature or by contacting your applicable local agent. Investors should read the prospectus, fund and country supplements (if applicable), and KIIDs carefully before investing or sending money.
The fund is subject to the following risks:
For a more detailed explanation of the risks, please refer to the fund supplement and the “Risk Factors” section of the prospectus.
These documents are available via the following link: delawarefunds.com/ucits/literature