Ten years in emerging markets - Stewart Investors

The emerging markets asset class is extremely varied. It includes democracies and dictatorships, economies reliant on manufacturing and those that export commodities, and – most importantly – some of the very best companies in the world alongside some of the very worst.

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If the last ten years investing in emerging markets has taught us anything it is that in the long run, quality wins.

Companies with high-quality fundamentals, if held patiently, can deliver both superior long-term compounding of capital, but also do so in a way that limits the risk of permanent capital impairment.

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