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Emerging Markets Equity

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Home >Equity Strategies  >Emerging Markets Equity
About Emerging Markets Equity
A dedicated value manager operating within the emerging markets universe dominated by growth peers.

The strategy is managed by a team with deep experience investing through multiple market cycles. Its consistent, repeatable process identifies companies across the market cap spectrum to exploit inefficiencies resulting in a differentiated portfolio.

Investment Process

Investment Objective:

Seeks to outperform the MSCI Emerging Markets Index over a full market cycle.

Investment Overview:

We believe markets are inefficient, and that these inefficiencies can best be exploited through adherence to a valuation centric investment process dedicated to the selection of securities on a bottom-up basis. Our team focuses primarily on fundamental securities analysis, valuation, and prospects for a return to fair valuation.

~5,500
Emerging Market Stocks*
~600
Stocks
150-200
Stocks
Emerging Markets
Portfolio
50-70
Stocks
Arrow pointing left
Market Cap, Volume, Dividend Yield, & Cash Flow
Arrow pointing left
Quantitative Analysis
Arrow pointing left
Fundamental Analysis
Arrow pointing left
Portfolio Constraints
* Includes Hong Kong, Singapore, and Frontier Markets

Strategy Summary

as of 06/30/2026
date format is mm/dd/yyyy
Asset Class
Emerging Markets Equity
Investment Style
Value
Portfolio Benchmark
MSCI Emerging Markets Index
Separate Account
Open

Additional Information

No items found.
Emerging Markets Equity Composite GIPS® Disclosures

Characteristics

as of 06/30/2026
date format is mm/dd/yyyy
BH EME
MSCI Emerging Markets
MSCI Emerging Markets Value
Dividend Yield (%)
2.8
1.9
2.8
Median Market Cap ($M)
14066.3
12075.1
11370.7
Price / Earnings (NTM)
10.4
11.4
10
Price / Book Value
1.8
2.6
1.8
Weighted Average Market Cap ($M)
150652.5
570350.5
446252.8

Regional Allocations

as of 06/30/2026
Asia
79%
Americas
8.5%
Europe, Middle East & Africa
8.2%
Cash
4.3%

Top 10 Holdings

as of 06/30/2026
SK hynix Inc.
11.3%
Samsung Electro-Mechanics Co., Ltd
6.3%
MediaTek Inc
5.2%
GlobalWafers Co., Ltd.
3%
ASMPT Limited
2.6%
Chailease Holding Co. Ltd.
2.5%
Pegatron Corporation
2.4%
BizLink Holding Inc.
2.3%
Hyundai Motor Company
2.2%
Netease Inc
1.9%

Sector Weightings

as of 06/30/2026
Information Technology
34.2%
Financials
21.3%
Consumer Discretionary
10.3%
Communication Services
7%
Industrials
6.9%
Consumer Staples
6.4%
Cash
4.3%
Energy
3.3%
Materials
3.3%
Health Care
1.5%
Utilities
1.5%
Real Estate
0%

Performance

Annualized Returns as of 06/30/2026
date format is mm/dd/yyyy
Qtr*
1 Year
3 Year
5 Year
10 Year
BH Emerging Markets - Gross Returns
34.14%
68.95
%
26.96
%
14.93
%
13.44
%
BH Emerging Markets - Net Returns
33.84%
67.46
%
25.84
%
13.91
%
12.43
%
MSCI Emerging Markets Index
24.05%
43.51
%
23.00
%
7.19
%
10.07
%

* Most recent quarter returns are not annualized. Past performance is not indicative of future results. The value of an investment can go down as well as up as a result of market and currency fluctuations.

Disclosure



Investing involves risk including the possible loss of principal. The investment capabilities described herein involve risks due, among other things, to the nature of the underlying investments. All examples herein are for illustrative purposes only and there can be no assurance that any particular investment objective will be realised or any investment strategy seeking to achieve such objective will be successful. Please refer to the fund prospectus for more detail on risks. Past performance is no guarantee of future performance. The value of an investment and the income from it can fall as well as rise as a result of market and currency fluctuations and you may not get back the amount originally invested.

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