The Opportunity
Discover a different emerging market
universe for your portfolio
Europe, the Middle East and Africa (EMEA) are home to some of the most under-explored markets in the world. Barings Emerging EMEA Opportunities PLC (BEMO) gives you focused access to this compelling universe.
From Poland to Turkey, South Africa to the UAE, ‘Emerging EMEA’ offers a rich diversity of economies, often only just embarking on the technological and consumer shifts, such as e-commerce, that have generated sustained growth in developed markets.
What is particularly exciting is how overlooked and underappreciated Emerging EMEA markets have been among investors. That makes it possible to find compelling companies whose valuations don’t yet reflect their quality or long-term prospects.
The Strategy
A high-conviction strategy to capture
the best of Emerging EMEA
The Emerging EMEA region includes opportunities across banking, technology, resources and more. BEMO aims to provide the optimal portfolio to turn this potential into powerful returns for shareholders.
To optimise growth while still diversifying risk, BEMO has a concentrated portfolio of up to 35 high-conviction stocks.
BEMO aims to pay a rising dividend each year, using capital if needed. So there’s opportunity for shareholders to receive regular and rising income from BEMO as well as potential capital growth.
Through this shareholder-focused approach, BEMO can play a valuable role in a portfolio, offering a genuinely different source of return for investors ready to accept the higher risk/reward profile of Emerging EMEA markets.
The Capabilities
The expertise to find undervalued opportunities
Identifying high-quality, attractively priced companies in a region as under-researched as Emerging EMEA demands experts who can actively seek out opportunities first-hand.
Barings has invested in emerging markets for over 50 years. BEMO’s three portfolio managers have covered emerging EMEA for an average of 16 years each. So their deep market experience combines with unrivalled access to local companies and policymakers.
The investment team conducts hundreds of company meetings a year, building long-term relationships and insight. They are looking for companies with talented management, clear routes to growth and attractive valuations. Through this research-intensive process, the team can identify exceptional but undervalued companies that can add fresh potential to investor portfolios.
