SF Global Emerging Markets Equity Team

  • The team believes that the key to successful investing in emerging markets lies in fundamental research and bottom-up stock selection combined with top-down macroeconomic country and sector analysis.
  • The team uses one process to identify attractive local ideas in emerging markets and leverages those ideas across all relevant portfolios in an efficient and focused approach.
  • Macroeconomics and geopolitical analysis are applied as confirmation tools for active stock selection and in determining country and sector emphasis.

Portfolio management team

Alison ShimadaAlison Shimada
Managing Director
Senior Portfolio Manager
34 years industry experience
Elaine TseElaine Tse
Portfolio Manager
Senior Analyst
29 years industry experience
Connie Ou, CFAConnie Ou, CFA
Associate Portfolio Manager
Senior Analyst
17 years industry experience

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