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Global Evolution has been a committed and long term manager 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 plays an important role in identifying and capturing 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 expertise and experience result in portfolios with a less correlated return profile, providing diversification and dampened volatility benefits.
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 manager and engage with government and companies to drive positive change, in hopes of supporting economic development and improving living standards in some of the world's poorest communities.
Global Evolution’s investment approach is team-oriented, disciplined and conviction-based. We leverage the knowledge and experience of our investment professionals across our four global offices in a coordinated and collaborative fashion.
Our investment decisions are driven by a collaborative process that encourages the continuous exchange of ideas among investment professionals. We combine top-down assessments of macroeconomic developments and global market trends with bottom-up research to evaluate country fundamentals, market developments, and relative value opportunities across the investment universe.
Our investment process is supported by proprietary systems and analytical tools that enable comprehensive data modelling, comparative research, and portfolio analysis. These capabilities help the team efficiently assess investment opportunities, monitor risks, and evaluate positioning across a broad range of emerging and frontier market investments.
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.
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