Stability and predictability
We seek to invest in stable, predictable business models, which exhibit quality characteristics such as strong cash flow generation, robust balance sheets, proven management teams and alignment with majority shareholders.
We invest with a long-term, strategic perspective and do not engage in opportunistic behaviors.
Unconstrained, bottom-up approach
Our bottom-up approach to portfolio construction yields benchmark agnostic portfolios with high active share.
Frontier markets: exploring opportunities and risks
Frontier markets present a unique opportunity for investors, but not without risks. Thomas Vester, Chief Investment Officer and Portfolio Manager at LGM Investments, explains what to look for and how to invest in the next generation of emerging markets.
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To learn more about our emerging markets capabilities, contact us:
Financial advisors, RIAs and broker-dealers
Investing internationally, especially emerging markets, involves additional risks such as currency, political, accounting, economic, and market risk.