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Multi-layered Research-driven investment process


  • Collegial approach, leveraging global investment team: Ongoing dialogue/open exchange of information and ideas

  • Weekly firm-wide Macro Meeting: Discussion of major market events, during which team seeks to identify:

    • Longer-term structural themes and implications for emerging markets

    • Shorter-term trading opportunities

  • Local market intelligence provided by teams on the ground in EM economies

  • Input from strategy/economic research team using data from proprietary economic models

  • Debate is actively encouraged: No need to conform with “house view”

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