Aperios finds value in concentrated emerging market long/short strategy
A disciplined approach to investing in selected emerging markets coupled with an adherence to investment criteria based on corporate governance, valuation and market cap has proved a winning formula for Aperios
Christina McGuire loves finding “little gems” – companies driven by domestic growth in a selection of emerging economies. As chief investment officer of the Aperios Emerging Connectivity Master Fund, McGuire is responsible for portfolio management and research. This emerging market equity strategy-focused fund, launched in January 2012, invests in only eight countries: China, India, the Philippines, Thailand, Indonesia, Malaysia, South Africa and Kenya.
McGuire focuses on the small to mid-cap
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