Emerging markets managers, and what they own
29 strategies from 20 managers invest in emerging markets. Between them they have published 93 letters — every position and every thesis below is quoted from the letter it came from.
- Baron Emerging Markets Fund8 letters
Baron · Emerging markets Large-cap · 58 companies · latest Sep 2026
- Guinness Emerging Markets Equity Income Fund8 letters
Guinness · Emerging markets Large-cap Income · 32 companies · latest Aug 2026
- Artisan Partners Sustainable Emerging Markets Strategy7 letters
Artisan Partners · Emerging markets Large-cap Quality · 26 companies · latest Sep 2026
- Harding Loevner Emerging Markets Equity7 letters
Harding Loevner · Emerging markets Large-cap · 43 companies · latest Sep 2026
- Artisan Partners Emerging Markets Debt Opportunities Strategy6 letters
Artisan Partners · Emerging markets Opportunistic · 3 companies · latest Sep 2026
- Polen Emerging Markets Growth6 letters
Polen Capital · Emerging markets Large-cap Growth · 15 companies · latest Dec 2025
- Antipodes Emerging Markets Fund5 letters
Antipodes · Emerging markets Large-cap · 39 companies · latest Sep 2026
- Orbis Emerging Markets Equity5 letters
Orbis · Emerging markets · 7 companies · latest Dec 2025
- Artisan Partners Emerging Markets Local Opportunities Strategy4 letters
Artisan Partners · Emerging markets Opportunistic · 3 companies · latest Sep 2026
- Baillie Gifford Emerging Markets4 letters
Baillie Gifford · Emerging markets · 19 companies · latest Sep 2026
- Harding Loevner Frontier Emerging Markets Equity4 letters
Harding Loevner · Emerging markets Mid-cap · 19 companies · latest Jul 2026
- Ariel Emerging Markets Value3 letters
Ariel Investments · Emerging markets Value · 13 companies · latest Mar 2026
- ClearBridge Investments Emerging Markets Strategy3 letters
Clearbridge Investments · Emerging markets Mega-cap · 21 companies · latest Sep 2026
- Sands Capital Emerging Markets Growth3 letters
Sands Capital · Emerging markets Large-cap Growth · 30 companies · latest Dec 2025
- Schafer Cullen Emerging Markets High Dividend SMA3 letters
Schafer Cullen · Emerging markets Income · 6 companies · latest Dec 2025
- Ariel Emerging Markets Value ex-China2 letters
Ariel Investments · Emerging markets Value · 11 companies · latest Mar 2026
- Artisan Partners Emerging Markets Fund2 letters
Artisan Partners · Emerging markets Large-cap · 19 companies · latest Sep 2026
- Renaissance IM Emerging Markets Equity2 letters
Renaissance · Emerging markets · 1 company · latest Jun 2026
- TCW White Oak Emerging Markets Equity Fund2 letters
TCW · Emerging markets · 6 companies · latest Sep 2025
- Ariel International DM EM1 letter
Ariel Investments · Emerging markets · 17 companies · latest Mar 2026
- Artemis SmartGARP Global Emerging Markets Equity Fund1 letter
Artemis Funds · Emerging markets · 22 companies · latest Dec 2025
- Hood River CM Emerging Markets Fund1 letter
Hood River · Emerging markets Mega-cap · 10 companies · latest Jun 2026
- Hood River Emerging Markets Fund1 letter
Hood River · Emerging markets · 1 company · latest Mar 2026
- Oldfield Partners Overstone Emerging Markets Equity Fund1 letter
Oldfield Partners · Emerging markets · 5 companies · latest Sep 2025
- Overstone Emerging Markets Equity Fund1 letter
Overstone Global Equity Fund · Emerging markets · 13 companies · latest Dec 2025
- Pzena Emerging Markets Select Value1 letter
Pzena · Emerging markets Value · 13 companies · latest Sep 2025
- TCW Emerging Markets Income Fund1 letter
TCW · Emerging markets Income · 1 company · latest Sep 2025
- Wasatch Emerging Markets Small Cap Fund1 letter
Wasatch · Emerging markets Small-cap · 1 company · latest Dec 2025
- Baillie Gifford Emerging Markets Q2 investor letter0 letters
Baillie Gifford · Emerging markets Mega-cap · 8 companies · latest Jun 2026