Five of the Best: Emerging market small caps

Mark Gordon-James, senior investment manager at Aberdeen, reveals his top five stockpicks in the EM smaller companies sector.

The soon-to-be launched Aberdeen Emerging Markets Smaller Companies trust will offer exposure to the huge, but under-researched, emerging markets smaller companies universe. As a member of the Aberdeen team Gordon-James has been overseeing the group’s open-ended EM smaller companies fund since launch in 2007. 1. AREZZO This is a retailer and designer of women’s shoes in Brazil. We like the company because it has strong corporate governance with a listing on the Novo Mercado (Brazil’s corporate governance index), it has a good growth outlook driven by the middle income consumer in Brazi...