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Chapter 4. The patient investor’s approach to Emerging Markets

Why investors cannot afford to ignore Emerging Markets

Published on
25 June 2021
Read time
1 minute(s) read

Perhaps more for Emerging Markets than for any other investment universe, investors must have a long-term, patient approach.

From thirty years of investing in Emerging Markets, our experience tells us that selectivity and patience are key to success in this universe. Our flagship fund Carmignac Emergents, launched in 1997, is the perfect illustration of this. Discover its 24-year journey through Emerging Markets:

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From an investment point of view, the main incentive to invest in Emerging Markets is to capture the growth that comes from their on-going development. We seek to do so by focusing on long-term trends that shape the world of tomorrow – improving living standards, digitization, new consumption habits, and sustainable technologies, amongst others.

These trends lead to the emergence of new companies operating in developing sectors, but also place value on existing companies who diversify their activity; by launching innovative products or positioning themselves on new sectors. There are sectors that were under-developed but will now grow as time progresses. It is this growth that benefits certain companies, and these are the companies we aim to invest in.

But Rome wasn’t built in a day. These trends and the resulting transformations take time to unfold, they require a careful selection and an active approach to select the best opportunities: those with long-term growth potential, sound financials and solid extra-financial credentials.

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Want to know more?
Chapter 1 – A brief history of Emerging Markets
Chapter 2 – The increasing influence of Emerging Markets
Chapter 3 – Emerging Markets: Shaping the world of tomorrow

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Advertising material. This document may not be reproduced, in whole or in part, without prior authorisation from the management company. This document does not constitute a subscription offer, nor does it constitute investment advice. Carmignac Emergents is a common fund in contractual form (FCP) conforming to the UCITS Directive under French law. Access to the Fund may be subject to restrictions with regard to certain persons or countries. The Fund is not registered in North America, nor is it registered in South America. The Fund has not been registered under the US Securities Act of 1933. The Fund may not be offered or sold, directly or indirectly, for the benefit or on behalf of a "U.S. person", according to the definition of the US Regulation S. The Fund presents a risk of loss of capital. The risks and fees are described in the KIIDs (Key Investor Information Document). The Fund’s prospectus, KIIDs, NAV and annual reports are available in English at www.carmignac.co.uk, upon request to the Management Company or for the French Fund, at the offices of the Facilities Agent at BNP PARIBAS SECURITIES SERVICES, operating through its branch in London: 55 Moorgate, London EC2R. This material was prepared by Carmignac Gestion and/or Carmignac Gestion Luxembourg and is being distributed in the UK by Carmignac Gestion Luxembourg UK Branch (Registered in England and Wales with number FC031103, CSSF agreement of 10/06/2013).