Why the emerging market valuation gap is attractive for investors

Companies are not economies, so while there may be mixed sentiment about emerging market countries, the Artemis SmartGARP process has created a portfolio of high-quality companies on low valuations which offers investors a compelling opportunity both now, and over the long-term.

Raheel Altaf

In this webinar, Raheel Altaf, manager of the Artemis SmartGARP Global Emerging Markets Equity Fund discusses: 

  • The improving macro picture for the asset class
  • Why he is positioned for a value rotation vs many peers
  • The India vs China debate
  • How a focus on company fundamentals has enabled the fund to outperform regardless of market direction

Date recorded: Tuesday 1 October

Watch the replay

 

Raheel Altaf

Manages:

‘Global emerging markets equity‘, 'Global equity' strategies

Raheel joined Artemis in 2014 and has managed Artemis‘ ‘global emerging markets equity‘ and ‘global equity’ strategies since launch in April 2015 and since April 2022, respectively.

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