Ashmore’s equity team is comprised of 42 investment professionals focused on a broad range of emerging market equity opportunities across global emerging markets, regions and single countries. The team also leverage a wealth of global dedicated emerging markets expertise across Fixed Income and Alternative teams.
Governance, communication and insight sharing at Ashmore is structured around weekly investment committees. The Global Investment Committee focuses on top-down macroeconomic drivers and politics and is the formal body where global insights are shared. This enables all strategies to leverage Ashmore’s significant experience and network of contacts developed over three decades of investing in Emerging Markets. The Equity Investment Committee provides governance and risk management oversight and is also where the current focus of research among our equity themes are communicated. Ashmore’s Shared Research Framework further facilitates the collaboration of research. Each equity theme is managed by a Sub-Investment Committee which is accountable for its respective investment process and strategy outcome.
The equities investment process
The Investment Committee collectively manages all portfolios and meets formally on a weekly basis to review markets, determine our investment strategy, and manage portfolios. In addition, interim meetings may be held depending on market conditions.