Emerging markets managers, and what they own
28 strategies from 19 managers invest in emerging markets. Between them they have published 79 letters — every position and every thesis below is quoted from the letter it came from.
- Guinness Emerging Markets Equity Income Fund8 letters
Guinness · Emerging markets Large-cap Income · 30 companies · latest Aug 2026
- Baron Emerging Markets Fund7 letters
Baron · Emerging markets Large-cap · 48 companies · latest Jun 2026
- Artisan Partners Sustainable Emerging Markets Strategy6 letters
Artisan Partners · Emerging markets Large-cap Quality · 18 companies · latest Jun 2026
- Harding Loevner Emerging Markets Equity6 letters
Harding Loevner · Emerging markets Large-cap · 34 companies · latest Jul 2026
- Polen Emerging Markets Growth6 letters
Polen Capital · Emerging markets Large-cap Growth · 6 companies · latest Dec 2025
- Orbis Emerging Markets Equity5 letters
Orbis · Emerging markets · 3 companies · latest Dec 2025
- Antipodes Emerging Markets Fund4 letters
Antipodes · Emerging markets Large-cap · 18 companies · latest Jun 2026
- Artisan Partners Emerging Markets Debt Opportunities Strategy4 letters
Artisan Partners · Emerging markets Opportunistic · 2 companies · latest Jun 2026
- Harding Loevner Frontier Emerging Markets Equity4 letters
Harding Loevner · Emerging markets Mid-cap · 16 companies · latest Jul 2026
- Ariel Emerging Markets Value3 letters
Ariel Investments · Emerging markets Value · 5 companies · latest Mar 2026
- Sands Capital Emerging Markets Growth3 letters
Sands Capital · Emerging markets Large-cap Growth · 10 companies · latest Dec 2025
- Schafer Cullen Emerging Markets High Dividend SMA3 letters
Schafer Cullen · Emerging markets Income · 2 companies · latest Dec 2025
- Ariel Emerging Markets Value ex-China2 letters
Ariel Investments · Emerging markets Value · 5 companies · latest Mar 2026
- Artisan Partners Emerging Markets Local Opportunities Strategy2 letters
Artisan Partners · Emerging markets Opportunistic · 3 companies · latest Jun 2026
- ClearBridge Investments Emerging Markets Strategy2 letters
Clearbridge Investments · Emerging markets Mega-cap · 14 companies · latest Jun 2026
- Renaissance IM Emerging Markets Equity2 letters
Renaissance · Emerging markets · latest Jun 2026
- TCW White Oak Emerging Markets Equity Fund2 letters
TCW · Emerging markets · latest Sep 2025
- Ariel International DM EM1 letter
Ariel Investments · Emerging markets · 2 companies · latest Mar 2026
- Artemis SmartGARP Global Emerging Markets Equity Fund1 letter
Artemis Funds · Emerging markets · 1 company · latest Dec 2025
- Artisan Partners Emerging Markets Fund1 letter
Artisan Partners · Emerging markets Large-cap · 10 companies · latest Jun 2026
- Baillie Gifford Emerging Markets1 letter
Baillie Gifford · Emerging markets · 3 companies · latest Jun 2026
- 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 · latest Mar 2026
- Overstone Emerging Markets Equity Fund1 letter
Overstone Global Equity Fund · Emerging markets · 2 companies · latest Dec 2025
- Pzena Emerging Markets Select Value1 letter
Pzena · Emerging markets Value · 1 company · latest Sep 2025
- TCW Emerging Markets Income Fund1 letter
TCW · Emerging markets Income · latest Sep 2025
- Wasatch Emerging Markets Small Cap Fund1 letter
Wasatch · Emerging markets Small-cap · latest Dec 2025
- Baillie Gifford Emerging Markets Q2 investor letter0 letters
Baillie Gifford · Emerging markets Mega-cap · 8 companies · latest Jun 2026