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ClearBridge Emerging Markets
Strategy Overview
The ClearBridge Emerging Markets strategy seeks to outperform the MSCI Emerging Markets Index by investing in high-quality, mispriced companies with sustainable growth. It uses bottom-up research, a collaborative team approach, and disciplined risk management to build a focused, long-term portfolio. Aligned with stewardship and sustainability principles, the strategy aims to deliver alpha for clients.
Why Invest in the Strategy
- High-conviction, stock-driven investing: The strategy focuses company fundamentals over macro factors, resulting in a highly differentiated, stock-driven portfolio.
- Singular focus: The team is solely dedicated to the strategy which means there are no competing distractions.
- Market-leading expertise in sustainability: Stewardship and sustainability directly impact value creation in Emerging Markets. Active engagement with portfolio holdings and prospective companies is key in driving better outcomes.
What Makes this Strategy Different?
- Collaborative team culture with dedicated emerging market expertise: The team’s deep experience and collaborative culture encourages open challenge and thoughtful debate which fosters deeper insights and more informed decision-making. Every member shares responsibility for both research and portfolio management, ensuring a diversity of perspectives.
- Bottom-Up Research with ESG Integration: Fundamental bottom-up research is essential to uncover high-quality companies with strong balance sheets and scalable growth potential. ESG factors are fully integrated into the research process, helping to develop a deeper understanding of the companies within the portfolio.
- Long-Term Investment Philosophy: The strategy is built on the belief that Emerging Markets often present persistent inefficiencies, where companies’ long-term value-creation potential is mispriced. A long-term investment horizon enables the identification of these opportunities.
- Idea Generation
High quality companies with long-term, sustainable growth potential - Research Review
In-depth, bottom up, fundamental analysis identifies highest conviction opportunities - Governance & Sustainability Analysis
Fully-integrated analysis directly influencing model assumptions - Portfolio Construction
Best ideas and contextual awareness combine for optimal portfolio structure - Risk Management
Embedded in all stages, alongside formal reviews and oversight
Management Team
The ClearBridge Emerging Markets strategy is managed by ClearBridge’s dedicated emerging markets team. Our investment team has a wealth of experience in emerging market investing, with an average of 19 years of investment experience. Our investment process facilitates a collaborative approach where each Emerging Markets portfolio Manager is responsible for idea generation, company research, security selection and portfolio construction. All team members are ESG specialists.
Alastair Reynolds
Portfolio Manager
Edinburgh, United Kingdom
Experience: 31 years
Paul Sloane
Portfolio Manager
Edinburgh, United Kingdom
Experience: 28 years
Divya Mathur
Portfolio Manager
Edinburgh, United Kingdom
Experience: 26 years
Andrew Mathewson
Portfolio Manager
Edinburgh, United Kingdom
Experience: 19 years
Colin Dishington
Portfolio Manager
Edinburgh, United Kingdom
Experience: 11 years
Aimee Truesdale
Portfolio Manager
Edinburgh, United Kingdom
Experience: 13 years
Paul Desoisa
Portfolio Manager
Edinburgh, United Kingdom
Experience: 8 years
Featured Insights
Resources and Related Strategies
Contact Us
Please connect with us to learn more about our investment capabilities and how we can help meet your investing needs.