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Emerging Markets Equity Strategy

The strategy seeks to provide exposure to high-quality growth companies in emerging markets at reasonable valuations while actively managing the opportunities and risks associated with those markets.

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Philosophy

The team believes that well-run businesses in emerging markets can generate superior growth and sustain high returns on capital. As active investors, the team seeks to invest in the best of these companies at the right valuation, a strategy that has the potential to deliver long-term outperformance.

 

Documents

Managed by

Kathryn Langridge

Co-Head, Senior Portfolio Manager, Emerging Markets Equity

Kathryn is co-head and senior portfolio manager of the emerging-markets equity team. Prior to joining the firm, she served as fund management director for Jupiter Asset Management, where she was responsible for global emerging-markets equity funds, with additional management responsibilities for equity funds in Latin America and Eastern Europe. Prior to that, she worked as head of the global emerging-markets equities team at Lloyd George Management and in various positions at Invesco Perpetual, including as head of Asian investments and head of international equity products. Kathryn began her career with the Jardine Group and held roles at Jardine Fleming in Asia during the 1980s.

  • Education: M.A. in English Literature, Cambridge University
  • Joined the company: 2014
  • Began career: 1980
Kathryn Langridge

Charlie Dutton, CFA

Chief Investment Officer, Global Emerging Market Equities, Co-Head, Senior Portfolio Manager, Emerging Markets Equity

Charlie is CIO, global emerging market equities, and co-head and senior portfolio manager on the emerging-markets equity team. Prior to joining the firm, he was a portfolio manager within the global quality capability team at Ninety One, a South Africa-based global asset manager. Previously, Charlie was a founding partner of Coupland Cardiff Asset Management, where he structured and designed the firm's investment philosophy and was the lead manager of an Asian equity strategy. Prior to that, he served as director of Asia-Pacific research at JPMorgan and as a Hong Kong/China consumer analyst at JF Securities. Charlie began his career at HSBC Securities and holds the Chartered Financial Analyst designation.

  • Education: B.Sc., Geography, Durham University
  • Joined the company: 2024
  • Began career: 1997
Charlie Dutton, CFA

Talib Saifee

Portfolio Manager, Emerging Markets Equity

Talib is a portfolio manager and sector research analyst on the emerging-markets equity team. Prior to joining the firm, he was with HSBC Global Asset Management, where he was a portfolio manager and, prior to that, he worked as an investment analyst covering emerging Asian and Latin American markets. Previously, Talib worked at Goldman Sachs Asset Management as an analyst covering banks and telecommunications firms in emerging markets across Europe, the Middle East, and Africa. Additional prior experience includes roles at Citigroup, where he focused on strategy and corporate mergers and acquisitions, and at Salomon Smith Barney, where he was a financial analyst in the investment banking division.

  • Education: B.S., Finance, B.A., History, The Wharton School & College of Arts & Sciences, University of Pennsylvania; M.B.A., Columbia Business School
  • Joined the company: 2019
  • Began career: 2000
Talib Saifee

Bryony Deuchars, CFA, FCA

Portfolio Manager, Emerging Markets Equity

Bryony is a portfolio manager and sector research analyst on the emerging-markets equity team. Prior to joining the firm, she was an emerging-markets equity fund manager at Mirabaud and, before that, at Aviva Investors. She has particular interest and expertise in environmental, social, and governance (ESG) principles and implementation. Previously, she worked at Schroders as a senior equity analyst for Europe, the Middle East, and Africa. Her early career includes roles at WestAm and at Deloitte & Touche. Bryony holds the Chartered Financial Analyst designation and is a Fellow of the Institute of Chartered Accountants in England and Wales.

  • Education: B.Sc., Economics, University of Wales, Cardiff
  • Joined the company: 2021
  • Began career: 2000
Bryony Deuchars, CFA, FCA

David Dugdale, Ph.D., CFA

Portfolio Manager, Emerging Markets Equity

David is a portfolio manager and sector research analyst on the emerging-markets equity team. After joining Manulife Investment Management in 2002, he became a member of the firm’s European and Europe, Australasia, and Far East equities team. He worked on semiconductor modeling while earning a Ph.D. in Physics and holds the Chartered Financial Analyst designation.

  • Education: Ph.D., Physics, University of Durham
  • Joined the company: 2002
  • Began career: 2002
David Dugdale, Ph.D., CFA

Bhupinder Sachdev, CFA

Portfolio Manager, Emerging Markets Equity

Bhupinder is a portfolio manager and sector research analyst on the emerging-markets equity team. He began his career as a generalist analyst on the emerging-markets team at Aberdeen Standard Investments covering Eastern Europe, the Middle East, Africa, and Latin America. He also helped to co-manage the team’s Russian, Eastern European, and frontier market funds. Bhupinder holds the Chartered Financial Analyst designation.

  • Education: M.A., Economics, Cambridge University
  • Joined the company: 2019
  • Began career: 2014
Bhupinder Sachdev, CFA

Vehicles

At Manulife Investment Management, we offer investment strategies through a variety of vehicles to suit a broad range of client needs. Contact our institutional sales or consultant relations team to find out if this strategy/vehicle is offered in your region. 

Separate accounts

Our separate accounts and separately managed accounts (SMAs) are designed for institutions and high-net-worth clients seeking tailored investment solutions and direct ownership of securities. 

CITs

Our professionally managed collective investment trusts (CITs) are available in certain qualified retirement plans.

Mutual funds

Mutual funds are liquid, professionally managed portfolios which are available to both institutional and retail investors.

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Related

July 27, 2021

Emerging markets and the case for sustainable investing

Kathryn Langridge

Kathryn Langridge,  Co-Head, Senior Portfolio Manager, Emerging Markets Equity Manulife Investment Management

Philip Ehrmann

Philip Ehrmann,  Former Senior Portfolio Manager, Emerging Markets Equity Manulife Investment Management

Eric Nietsch, CFA

Eric Nietsch, CFA,  Head of ESG Research and Integration Asia, ESG Team Manulife Investment Management

Sustainability-focused capital is much needed in the emerging markets. Using three case studies, we outline opportunities focused on environmental, social, and governance risk mitigation and adaptation.
Read more

February 28, 2022

Incorporating the Russia-Ukraine conflict in a global macro outlook

Frances Donald

Frances Donald,  Former Global Chief Economist and Strategist Manulife Investment Management

For the global economy, the Russia-Ukraine conflict and its repercussions amount to a stagflationary shock. We assess the situation's impact on our medium-term macro outlook.
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February 16, 2022

In Focus: The Russia-Ukraine crisis could bring global impact and spillover effects

Sue Trinh

Sue Trinh,  Former Co-Head, Global Macro Strategy, Multi-Asset Solutions Manulife Investment Management

Tensions between Russia and Ukraine heightened in the past week. We consider the potential macroeconomic impact of a broader Russia-Ukraine conflict and its effect on Asia-Pacific economies.
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Important information

The material contains information regarding the investment approach described herein and is not a complete description of the investment objectives, risks, policies, guidelines or portfolio management and research that supports this investment approach. Any decision to engage Manulife Investment Management should be based upon a review of the terms of the prospectus, offering documents or investment management agreement, as applicable, and the specific investment objectives, policies and guidelines that apply under the terms of such agreement. There is no guarantee investment objectives will be met. The investment process may change over time. The characteristics set forth above are intended as a general illustration of some of the criteria the strategy team considers in selecting securities for client portfolios. Client portfolios are managed according to mutually agreed upon investment guidelines.

This information has been provided by Manulife Investment Management. All material is compiled from sources believed to be reliable and correct but accuracy cannot be guaranteed. This is not to be construed as an offer to buy or sell any financial instrument nor does it constitute an offer or invitation to invest in any fund managed by Manulife Investment Management and has not been prepared in connection with any such offer. This information does not constitute, and should not be construed as, investment advice or recommendations with respect to the securities and sectors listed.

References to securities, transactions or holdings should not be considered a recommendation to purchase or sell a particular security and there is no assurance that, as of the date of publication, the securities remain in the portfolio. Additionally, it is noted that the securities or transactions referenced do not represent all of the securities purchased, sold or recommended during the period referenced and there is no guarantee as to the future profitability of the securities identified and discussed herein.

The indices cited are widely accepted benchmarks for investment performance within their relevant regions, sectors or asset classes, and represent non managed investment portfolio.