Reflections & Insights –
Q1 2022
As we enter the New Year, we have a new COVID variant, fiscal stimulus is being turned off and inflation is high…
Insights
Emerging Markets Outlook – Glimmers of Light on the Horizon
There are some fundamental shifts underway that appear favourable for the EM complex and suggest that better days…
Morningstar Analyst Rating Raised to Gold
GuardCap Global Equity Fund (UCITS) raised from Silver to Gold…
Emerging Markets Outlook – A Challenging Landscape
Patience is warranted for now, given that clouds are obscuring the vision of forward-looking financial markets…
Emerging Markets Annual Letter 2020
2020 has been such an unusual year that it is difficult to draw too many definitive conclusions at this stage.
Emerging Markets Annual Letter
The structural case for investing in emerging markets remains clear to us.
Highest Morningstar Sustainability Rating
GuardCap Global Equity Fund and the GuardCap Emerging Markets Equity Fund are the recipients of the highest Morningstar Sustainability Rating™…
Emerging Markets Annual Letter
2018 was a reminder that what we are trying to achieve is not easy.
Emerging Markets Annual Letter
2017 was the first full calendar year for the UCITS version of our emerging markets equity strategy.
