DatoCMS image

Philosophy & Process

Investment Philosophy

Global Evolution has been a committed and long term investor in emerging and frontier markets debt. Our philosophy is rooted in a belief that there is greater value and opportunity to be found in the less advanced countries that comprise emerging and frontier markets. Active management is paramount to successfully unlocking these opportunities. 

As such, we treat emerging and frontier markets as an ever-developing landscape, identifying sovereign and corporate investments with potential to deliver high risk-adjusted return. We strive to deliver alpha by being ahead of the curve in identifying these global evolving stories and assisting early-stage market development where necessary. 

The diverse and idiosyncratic nature of emerging markets coupled with our deep expertise and extensive experience result in portfolios with a less correlated return profile, providing diversification and dampened volatility benefits.

Investment Objective

First and foremost, our objective is to deliver an attractive and less correlated return stream in excess of benchmarks’ by seeking out opportunities with optimal risk-adjusted returns potential in dynamically improving emerging and frontier sovereigns and corporates.

Our mission extends beyond financial gains. We leverage our influence as investors and engage with government and companies to drive positive change, not least in terms of lifting the living standards of the world’s poorest communities.

DatoCMS image

Investment Approach

Global Evolution’s investment approach is team-oriented, disciplined and conviction-based. We leverage the extensive knowledge and experience of our investment professionals across our four global offices in a coordinated and collaborative fashion.

To meet our investment objectives, we combine top-down research to exploit opportunities arising from macro dynamics and global investment themes and bottom-up analysis to identify dynamically improving investment opportunities. The investment management team utilizes proprietary systems to facilitate fast and thorough comparative research, risk and portfolio analysis across our wide investment universe.

Investment Process

Sovereign Investment Process

We generate investment decisions through a continuous exchange of ideas among investment team members. Our investment process involves top-down macro dynamics and global investment themes and bottom-up research to determine country fundamentals and relative value.  Comprehensive data modelling and analysis utilizing proprietary models enhances our fundamental research.

Corporate Investment Process

The corporate debt investment process combines the top-down macroeconomic views and sovereign country research with thorough bottom-up credit research via portfolio construction. Strategies are built from top-down targeting certain credit beta, duration, curve positioning, country risk and sector exposure. The target structure is then achieved through rigorous bottom up selection of the instruments via issuer research and assessment. While the investment research focusses on generating risk-adjusted investment ideas, the portfolio construction process aims at extracting maximum value from security selection. Overall, the strategy aims to generate alpha from credit selection. Risk management is the integral part to the investment process.

DatoCMS image
Privacy Policy Order Execution Policy Legal Disclaimer Conflict of Interest Cookie Policy Complaint Policy Whistleblower Policy Disclosure Reports Remuneration Reports Remuneration Policy DPO

Copyright © 2024 Global Evolution - All rights reserved

Generali Investments logo