Emerging & Frontier Markets

Emerging and frontier markets represent the fastest growing economies in the world. We believe the continued growth of these markets presents compelling opportunities across a range of industries. Our index agnostic, opportunistic approach has been honed for more than two decades, and the depth of experience garnered within our team allows us to participate in attractive growth opportunities that are off the beaten track for most investors.

Finding untapped opportunities

To identify stocks with the highest return potential the team pursues an idea-focused rather than an index-driven approach. Top-down macro research helps to inform the growth drivers and trends at a country or sector, allowing the team to narrow its focus towards opportunities that are not broadly followed.

Primary analysis

Its high yield conviction approach results in concentrated portfolios that are exposed to a broad range of differentiated ideas. Individually, these ideas may represent high risk but, in combination, they deliver the potential for diversified growth.

High conviction approach

The team’s extensive experience covers a wide variety of market conditions, often as pioneer investors in markets that are not yet part of mainstream indices. Its high conviction approach results in concentrated portfolios that are exposed to a broad range of differentiated ideas that combine to deliver attractive growth potential with diversified risk.

As China passes the baton which country will be up next as the global manufacturing leader?

The Emerging & Frontier Markets team look at how the Next Generation Emerging Markets Fund could benefit from a travel surge following the halt that the pandemic brought.

The Next Generation Emerging Markets fund celebrates its three year milestone.

Awards and recognition

Winner: Asset Manager Investment Team of the Year

Winner 2021: Global Emerging Markets

Meet the team

A team of 23 investment professionals, some of whom have worked together for over two decades, prioritising face-to-face research to inform idea generation. This provides on-the-ground knowledge and an ability to seek out a wide range of opportunities across the emerging and frontier markets spectrum.

James Johnstone

James is the Co-Head of the Emerging and Frontier Markets team and joined Redwheel in 2015.

James Johnstone
John M. Malloy

John is the Co-Head of the Redwheel Emerging and Frontier Markets team having joined in 2015.

John M. Malloy
Patricio Danziger

Patricio is Head of Latin America and a member of the Investment Committee of the Redwheel Emerging and Frontier Markets team.

Victor Erch

Victor is an Analyst in the Redwheel Emerging and Frontier Markets

Victor Erch
Colin Liang

Colin is Head of China Research and Portfolio Manager of the China Equity Fund within the Redwheel Emerging and Frontier Markets team.

Cem Akyurek, Ph.D

Cem is the Chief Economist of our Emerging and Frontier Markets Team.

Thomas K. Allraum

Thomas is the Portfolio Manager of the Emerging Market strategy and also an analyst for the Emerging and Frontier Markets team.

Marina Bulyguina

Marina is Head of ESG Research and Integration for the Emerging and Frontier Markets team.

Ferdinand Campbell

Ferdinand (Ferdy) is an Analyst on the Emerging and Frontier Markets team covering Latin America.

Ferdinand Campbell
Huanlong Chen

Huanlong is an Investment Analyst in the Emerging and Frontier Markets team and joined Redwheel in 2020.

Christopher DiSalvatore

Christopher joined Redwheel in 2017 as an Analyst in the Emerging and Frontier Markets team.

Shivesh Haulkhory

Shivesh joined Redwheel in 2011 as an Analyst on the European Equity team before joining the Emerging and Frontier Markets team in 2017

Shivesh Haulkhory
Dan Huang

Dan is the Co-Portfolio Manager of the Redwheel China Equity Fund. She joined Redwheel in 2018.

Felipe Labbe, Ph.D

Felipe joined Redwheel in September 2020 as Macro Economist for the Redwheel Emerging and Frontier Markets strategies.

Jessica Lim

Jessica is an Analyst in the Emerging and Frontier Markets team.

Anel Pena

Anel is the ESG Analyst for the Emerging and Frontier Markets team and joined Redwheel in 2021.

Matthew Sandys-Thomas

Matthew joined Redwheel in October 2020 as a graduate recruit.

Matthew Sandys-Thomas
Jaimin Shah

Jaimin joined Redwheel in 2015 as an Analyst.

Christopher Siow

Christopher joined the Redwheel Emerging and Frontier Markets team as an Analyst in 2018.

Alan Spies, Ph.D

Alan is Head of Quantitative Research in the Emerging and Frontier Markets team and joined Redwheel in 2015.

Anil Tewari

Anil joined Redwheel in 2015 from Everest Capital, he is Head of Research within the Emerging and Frontier Markets team.

Luke Yang

Luke joined Redwheel in December 2021 as an Analyst in the Emerging and Frontier Markets team.

Tianyu Xiang

Tianyu Xiang joined Redwheel in February 2022 as analyst in the Emerging and Frontier Markets team.

No investment strategy or risk management technique can guarantee returns or eliminate risks in any market environment