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...
To continue reading this article...
Join Investment Week for free
- Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
- Get ahead of regulatory and technological changes affecting fund management
- Important and breaking news stories selected by the editors delivered straight to your inbox each day
- Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
- Be the first to hear about our extensive events schedule and awards programmes