Emerging Markets Opportunities
Our objective is to grow client capital and deliver superior risk-adjusted performance by investing in undervalued companies in emerging and frontier markets. We take a long-term perspective, analyzing and investing in businesses as if we were to buy them outright.
Mandate
Undervalued EM equities, including up to 15% frontier market exposure
Description
High conviction, fundamental, bottom-up, all cap, active management, with significant differentiation from the benchmark
Benchmark(s)
MSCI Emerging Markets Index
Inception Date
April 2021
# of Holdings1
76
Cash
0-5%
Max Position Size
Greater of 5% or 1.25x benchmark weighting
Portfolio Turnover2
10.6%
Available Vehicle(s)
Limited Partnership (US Investors)
Separately Managed Accounts
1 As of 03/31/25. Permissible range is 60-100.
2 As of 03/31/25. Since inception average annual portfolio turnover, calculated quarterly.
2 As of 03/31/25. Since inception average annual portfolio turnover, calculated quarterly.
Portfolio Managers
Alice Popescu, CFA, CMT, DMS
Analyst & Portfolio Manager
Joined Altrinsic: 2021
John Hock, CFA
Founder & Chief Investment Officer
Joined Altrinsic: 2000
John DeVita, CFA, CPA
Analyst & Portfolio Manager
Joined Altrinsic: 2000
Rich McCormick, CFA
Analyst, Portfolio Manager, & Co-Chief Investment Officer
Joined Altrinsic: 2009
