Berkeley Street Emerging Markets Equity Team

  • The team focuses on high-quality companies with the ability to sustain high profitability for identifiable reasons.
    • High-quality companies create value from profitable investment of retained earnings and dividend payout.
    • High-quality companies may preserve value in adversity while weak companies face risk of permanent capital destruction.
  • Through in-depth fundamental appraisal and valuation analysis, the team invests in high-quality companies at prices below their intrinsic value—that is, quality at a compelling price. Emerging markets inefficiencies provide opportunities to acquire high-quality companies at discount prices.
  • The team maintains a diversified portfolio through disciplined stock selection and monitoring with risk-control overlay.
  • The team averages over a decade of industry experience; boasts top-class academic credentials; and shares a long-term, fundamental-driven approach to investing.

Portfolio management team

Jerry Zhang, Ph.D., CFAJerry Zhang, Ph.D., CFA
Managing Director and
Senior Portfolio Manager
20 years investment experience
Richard Peck, CFARichard Peck, CFA
Portfolio Manager
19 years investment experience
Derrick Irwin, CFADerrick Irwin, CFA
Portfolio Manager
26 years industry experience

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