Dauntless Emerging Markets Complete Strategy
Below are the characteristics that make up this strategy:
- Dauntless Emerging Markets Complete is a concentrated emerging markets equity portfolio that utilizes both top-down country and bottom-up stock analysis.
- It encompasses the broadest definition of emerging markets, including up to 10% invested in Frontier equities.
- The strategy includes unique opportunities in small and mid-sized companies, with up to 20% invested in EM Small Caps.
- Rigorous fundamental analysis aided by factor screens, themes, and ESG considerations drives stock selection.
- Thoughtful portfolio construction leads to a concentrated strategy of 30-40 stocks with an active share of 80%-90%.