EM Leaders LLC is an independent investment advisor specializing in innovative and sustainable investment solutions in emerging markets. With a team of experienced EM investors, they generate research ideas locally and align holdings globally, aiming to contribute to innovation and sustainability in high-alpha segments. Their investment process integrates quality and sustainability, emphasizing bottom-up stock selection and adding alpha through factors and top-down choices.
With a focus on information asymmetries and publicly available data, EM Leaders LLC partners with buy-side country and regional teams, utilizing a unique local sandbox of 1,000 smid-cap growth stocks. Their portfolio emphasizes high active share, innovation, low leverage, and low turnover, aiming to realize below benchmark beta and risk. With a strong emphasis on emerging markets, they highlight the vast growth potential in 20 EM smid-cap markets, as well as the undervalued EM currencies and high return prospects.
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