Join for free and get access to the buyside
Get insights from the world's most influential hedge fund investors direct to your inbox
- © 2025 Buyside Digest
- Privacy Policy
- Disclaimer
- Sitemap
- Terms of Service
Emerging markets
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Jan 21, 2026 |
PGIM Global Total Return Fund Robert Tipp
|
View | Credit, Rates, Emerging markets | - | credit, duration, emerging markets, Fed policy, fixed income, global, Spreads, Yield |
| 2025 Q4 | Jan 30, 2026 |
Alpine Capital Steinman de Bruyn
|
View | AI, Rates, Emerging markets, Energy Transition, Data Centers, Silver, Copper | - | AI, commodities, Copper, emerging markets, Federal Reserve, infrastructure, Silver, technology |
| 2025 Q4 | Jan 15, 2026 |
Carmignac Patrimoine Jacques Hirsch
|
View | Rates, Emerging markets, Inflation, Trade Policy | - | Central Banks, Currency, duration, emerging markets, fixed income, Global Bonds, inflation, Trade Policy |
| 2025 Q4 | Jan 21, 2026 |
PGIM Core Bond Fund Gregory Peters
|
View | Credit, Rates, Emerging markets, Mortgage | - | credit, duration, Fed policy, fixed income, Spreads, yield curve |
| 2025 Q4 | Feb 5, 2026 |
Stewart Investors Rizi Mohanty
|
View | AI, China, Emerging markets, Semiconductors, India, Quality | 005930.KS, 0700.HK, 2379.TW, 2454.TW, 6503.T, ALC, BABA, BAJAJHLDNG.NS, BAP, BOSCHLTD.NS, CARTRADE.NS, CTAS, KEI.NS, KOTAK.NS, M&M.NS, NU, PRX.AS, QUAL3.MX, SE, TARSONS.NS, TECHM.NS, TOTVS3.SA, TSM, TUBEINVEST.NS, WEG3.SA | AI, Asia, China, emerging markets, India, long-term, Quality, semiconductors |
| 2025 Q4 | Jan 15, 2026 |
East Capital Jacob Grapengiesser
|
View | AI, Emerging markets, Frontier Markets, Memory | 000660.KS, 005930.KS, 8306.T, NVDA | AI, China, emerging markets, frontier markets, Korea, Memory, Outperformance, Valuations |
| 2025 Q4 | Jan 23, 2026 |
Brandes International Equity Fund Jeffrey Germain
|
View | Value, Emerging markets, Energy Transition, Packaging | 005930.KS, 1876.HK, 4503.T, 8306.T, BABA, BNP.PA, CX, DGE.L, DPW.DE, EBS.VI, ERJ, GRF.MC, GSK, HEI.DE, KER.PA, MNDI.L, NG.L, ORA.PA, OTEX.TO, RI.PA, TSCO.L, TSM | emerging markets, Europe, international, Outperformance, packaging, Utilities, value |
| 2025 Q4 | Dec 31, 2025 |
Fortress – Caribbean Growth Fund Roger Cave
|
View | AI, Value, Emerging markets | BRK-B, JNJ, MRK | AI, Bonds, Caribbean, emerging markets, global, healthcare, value |
| 2025 Q4 | Jan 20, 2026 |
Harding Loevner International Equity Maria Lernerman
|
View | AI, Defense, Emerging markets, Semiconductors, E-commerce | 005930.KS, 0700.HK, 1299.HK, 1398.HK, 2330.TW, 6758.T, ALC.SW, ALFA.ST, ALV.DE, ASML, ATCO-A.ST, BBVA, D05.SI, MELI, NTES, NVO, NVS, ROG.SW, SE, SU.PA | AI, defense, emerging markets, international, semiconductors, technology, Valuations |
| 2025 Q4 | Jan 30, 2026 |
Invesco International Bond Fund Hemant Baijal
|
View | Rates, Emerging markets, Dollar | - | Bonds, Currency, Dollar, duration, emerging markets, international, rates |
| 2025 Q4 | Jan 16, 2026 |
Capicraft Investment Partners Drikus Combrinck
|
View | China, Gold, Emerging markets, Oil, Platinum Group Metals | - | China, commodities, emerging markets, Geopolitical, global, Multi-Asset, oil, Precious Metals |
| 2025 Q4 | Feb 3, 2026 |
Praetorian Capital Management Harris "Kuppy" Kupperman
|
View | Emerging markets, Precious Metals, Capital Markets, Refiners | JOE, MRX | Capital markets, Dollar, emerging markets, inflation, Precious Metals, real estate, Refiners, value |
| 2025 Q3 | Oct 10, 2025 |
Pangolin Asia Fund James Hay
|
View | Emerging markets, Value, Compounding, Indonesia, Regulation | MYOR IJ | Compounding, emerging markets, Indonesia, regulation, Value Investing |
| 2025 Q3 | Oct 19, 2025 |
American Century International Growth Fund Rajesh Gandhi
|
View | AI, Emerging markets, Europe | - | AI, Cloud Computing, emerging markets, Europe, infrastructure |
| 2025 Q3 | Oct 8, 2025 |
East Capital Jacob Grapengiesser
|
View | AI, China, Emerging markets, Frontier Markets, Rates | - | Artificial Intelligence, China, emerging markets, frontier markets, interest rates |
| 2025 Q3 | Oct 19, 2025 |
Allspring Emerging Markets Equity Advantage Fund Alison Shimada
|
View | AI, China, Emerging markets | - | AI, China, emerging markets, fiscal policy, semiconductors |
| 2025 Q3 | Oct 13, 2025 |
The Baird Chautauqua International Growth Fund Jesse Flores
|
View | Emerging markets, Growth, AI Adoption | 6160 HK, ADYEN NA, BABA, CSU, GMAB, TCS IN | Artificial Intelligence, emerging markets, Global Growth, healthcare, valuation |
| 2025 Q3 | Oct 22, 2025 |
Mobius Capital Partners Carlos Hardenberg
|
View | AI, Emerging markets, Currencies | - | emerging markets, FX, India, semiconductors, Taiwan |
| 2025 Q3 | Oct 16, 2025 |
Gramercy Emerging Markets Debt Fund Philip Meier Belinda Hill
|
View | Emerging markets, Fixed Income, Duration | - | credit spreads, duration, emerging markets, high yield, sovereign debt |
| 2025 Q3 | Oct 24, 2025 |
American Century Emerging Markets Fund Patricia Ribeiro
|
View | Emerging markets | 1810 HK, 2308 TT, 300308 CH, 3311 HK, 388 HK, 688008 CH, BABA, BYD, CICIBC IN | AI, China, emerging markets, interest rates, Trade Policy |
| 2025 Q3 | Oct 9, 2025 |
Asia Frontier Capital Thomas Hugger
|
View | Emerging markets, Consumer, Infrastructure, Frontier, Vietnam | - | consumption, emerging markets, frontier markets, infrastructure, Vietnam |
| 2025 Q3 | Oct 19, 2025 |
Harding Loevner Emerging Markets Equity Edmund Bellord
|
View | AI, China, Emerging markets | 688188 CH, BABA, CATL, GLOB | AI, Automation, China, E-Commerce, emerging markets |
| 2025 Q3 | Oct 29, 2025 |
Polen Capital – Emerging Markets Growth Damian Bird
|
View | Emerging markets | 145020 KS, 2345 TT, CATL, DNOPY, POST, PRX NA | AI, China, Electrification, India, Taiwan |
| 2025 Q2 | Jul 21, 2025 |
Sands Capital Emerging Markets Growth Fund Frank M. Sands
|
View | Innovation, Emerging markets, Digitalization | 006400 KS, 1810 HK, 3347 HK, 6862 HK, BZ, CPNG, DMART IN, GLOB, MDTC, MELI, NU, RADLY, SE, TSM, YMM | AI, Digital, E-Commerce, emerging markets |
| 2025 Q2 | Jul 27, 2025 |
abrdn Emerging Markets Fund Devan Kaloo
|
View | AI, Tariffs, Emerging markets | - | AI Infrastructure, China Equities, Currency Trends, emerging markets, tariffs |
| 2025 Q2 | Jul 11, 2025 |
Baillie Gifford -Emerging Markets Alex Summers
|
View | AI, Emerging markets | - | AI, China, emerging markets, technology |
| 2025 Q2 | Jul 21, 2025 |
Mobius Capital Partners Carlos Hardenberg
|
View | Sustainability, Emerging markets, Governance | - | emerging markets, Engagement, Governance, sustainability |