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Emerging Markets—Somerset Capital Management

The Emerging Markets strategy invests in a portfolio of well-capitalized, large-cap emerging market companies that have paid consistent, above-average dividends that we believe have the potential for long-term growth.

We believe that a company’s commitment to a consistent dividend policy is an important factor in assessing the corporate governance and capital management of emerging market companies. Using this approach, the strategy seeks to offer investors attractive risk-adjusted returns within an inherently volatile market.

 

Inside the Strategy

  • The strategy invests primarily in the common stock of large-cap equity securities issued by companies established or operating in emerging markets. Stock selection is driven by bottom-up, primary research. Typically, stocks are purchased with the intent of owning them for a multi-year period.
  • The strategy invests in what, in our opinion, are well-capitalized, large-cap companies that have paid consistent, above-average dividends and demonstrate the potential for long-term growth. The managers prioritize dividend growth as a factor in stock selection. They believe that stocks with consistent dividend growth have the potential to produce attractive compounded returns over time. They also believe that a company's commitment to shareholder-friendly dividend policies may be an indicator of strong corporate governance relative to the emerging market universe. Using this approach, the managers believe that the strategy offers investors the potential for attractive risk-adjusted returns within an inherently volatile market.

Portfolio Managers: Edward Lam and Edward Robertson

Benchmark Index: MSCI Emerging Markets Index

Vehicle: Mutual Fund

Somerset Captial Management

The Brown Advisory Emerging Markets strategy is sub-advised by Somerset Capital Management.

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