Campaign
Threadneedle (Lux) Emerging Market ESG Equities
At a glance
A global emerging markets (EM) equity strategy that targets companies who exhibit strong or improving Environmental, Social and Governance (ESG) qualities as well as sustain and accelerate high-quality and profitable growth.
Key facts
Key reasons to invest
1. Strong Emerging Markets heritage
Our experienced investment team draws on global
research capabilities to drive high-conviction
stock holdings.
2. ESG objective
A focus on companies with
strong or improving ESG credentials. Underpinned
by an active approach to bottom-up company
specific ESG research and engagement.
3. Consistent, repeatable process
Predicated
on the tenet of “no unintended bets”: where
we create upside and downside price targets
for all stocks in our investment universe,
including those we don’t own, to give us a better
perspective of those we do. Fundamental and
RI research is supplemented by quantitative
screens, as well as a disciplined sell rule.
Risks to be aware of
Why now for ESG investing in emerging markets
Do EM policymakers and companies care about sustainability? And why are investors still under allocated? Do you still hesitate to invest in emerging markets? Watch this video to see what Krishan Selva has to say.
Investment Approach
The market often underestimates the ability of highly innovative businesses to sustain high returns on capital and strong growth over the long run. Many such highly innovative companies also lead their peers in ESG best practices.
We seek to identify and invest in high-quality innovators through a combination of a detailed fundamental analysis and Columbia Threadneedle’s proprietary ESG research.
We utilise a ‘stewards-of-capital’ and competitive advantage framework to identify companies that can sustain and accelerate profitable growth over the long term, with a focus on return on invested capital. We work closely with our RI team to build a high conviction, best ideas portfolio of emerging markets innovative, ESG-friendly companies.
As we take a ‘go anywhere’ approach, stock selection drives sector and country weightings, and we believe our focus on long-term sustainable practices will drive outperformance across a range of market conditions.
Fund Manager
Contact us to find out more
Dara White is the global head of emerging market equities at Columbia Threadneedle Investments and has acted as lead portfolio manager of emerging market equity strategies since 2008. He joined the company in 2006 as co-manager of the strategic investor team and is based in Portland. Prior to this, Dara was a portfolio manager and analyst with RCM Global Investors. Dara received a degree in finance and marketing from Boston College. He is a member of the CFA Institute and the Security Analysts of San Francisco. In addition, he holds the Chartered Financial Analyst designation.
Fund Manager
Dara White is the global head of emerging market equities at Columbia Threadneedle Investments and has acted as lead portfolio manager of emerging market equity strategies since 2008. He joined the company in 2006 as co-manager of the strategic investor team and is based in Portland. Prior to this, Dara was a portfolio manager and analyst with RCM Global Investors. Dara received a degree in finance and marketing from Boston College. He is a member of the CFA Institute and the Security Analysts of San Francisco. In addition, he holds the Chartered Financial Analyst designation.