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Emerging
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q3 | Oct 29, 2025 |
Vergent Asset Management LLP Ali Alnasser
|
View | Emerging | AMRT IJ, BCG LN, HDB VN, HIK LN, IDHC LN, KGRB MK | demographics, emerging markets, policy reform, stock selection, valuation |
| 2025 Q3 | Oct 29, 2025 |
Aikya Ashish Swarup
|
View | Valuation, Quality, Emerging | - | Consumer Staples, downside protection, emerging markets, Quality Investing, Valuation discipline |
| 2025 Q2 | Jul 15, 2025 |
Lord Abbett Developing Growth Fund F. Thomas O'Halloran
|
View | Emerging | - | consumption, demographics, emerging markets, Governance, scalability |
| 2025 Q2 | Jul 7, 2025 |
East Capital Jacob Grapengiesser
|
View | Emerging | - | currencies, emerging markets, frontier markets, Macro, Valuations |