RWC Partners has launched its first retail emerging markets product today, with a bias towards Russia and Chinese real estate.
Consisting of around 50 stocks, the RWC Global Emerging Markets Equity fund, launched today, will replicate the existing $1.5bn institutional strategy brought over by the team from Everest Capital, headed up by John Malloy and James Johnstone, earlier this year. Malloy (pictured) said the team will take an "opportunistic" approach to the management of the fund, which will have frontier markets exposure and an active share in the high 80%. One major theme in the portfolio is Chinese real estate - overall the fund will have 22% in China. "Despite the negative news surrounding China, ...
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