Emerging Markets Equity

The strategy seeks to provide exposure to high-quality growth companies in emerging markets at reasonable valuations while actively managing the opportunities and risks associated with those markets.

Philosophy

The team believes that well-run businesses in emerging markets can generate superior growth and sustain high returns on capital. As active investors, the team seeks to invest in the best of these companies at the right valuation, a strategy that has the potential to deliver long-term outperformance.

Managed by

Kathryn Langridge

Senior Portfolio Manager, Emerging Markets Equity

Kathryn is a senior managing director and senior portfolio manager for Manulife Investment Management, as well as the lead portfolio manager of the emerging-market equity strategy and team. Kathryn began her career with the Jardine Group and held roles at Jardine Fleming in Asia, including Hong Kong and Singapore. She then worked at Perpetual/Invesco Perpetual, holding positions that included head of Asian investments and head of international equity products, before joining Lloyd George Management as head of the global emerging-market team. Kathryn was most recently at Jupiter Asset Management as the fund management director of the global emerging-market funds, and she held additional responsibilities for managing equity funds in Latin America and Eastern Europe.

  • Education: M.A. in English Literature, Cambridge University
  • Joined the company: 2014
  • Began career: 1980
Kathryn Langridge

Philip Ehrmann

Senior Portfolio Manager, Emerging Markets Equity

Philip is a senior managing director and senior portfolio manager for Manulife Investment Management. He started his career focusing on North American equities before moving to Invesco as a portfolio manager. It was there, having been appointed a global partner, that he changed focus, being appointed to lead the company’s emerging-market desk. Subsequently, he moved to Gartmore to become head of global emerging markets, successfully rebuilding the team and turning performance around before adding the Pacific equity business to his responsibilities as head of Pacific and emerging markets. He was most recently at Jupiter Asset Management as co-head of Asian equities and fund management director of the Jupiter China Fund.

  • Education: B.Sc. in Economics, London School of Economics
  • Joined the company: 2015
  • Began career: 1981
Philip Ehrmann

Vehicles

At Manulife Investment Management, we offer investment strategies through a variety of vehicles to suit a broad range of client needs. Contact our institutional sales or consultant relations team to find out if this strategy/vehicle is offered in your region. 

  • Separate accounts

    Our separate accounts and separately managed accounts (SMAs) are designed for institutions and high-net-worth clients seeking tailored investment solutions and direct ownership of securities. 

  • CITs

    Our professionally managed collective investment trusts (CITs) are available in certain qualified retirement plans.

  • Mutual funds

    Mutual funds are liquid, professionally managed portfolios which are available to both institutional and retail investors.

Related

Tech and the consumer have reshaped today’s emerging markets

Today’s emerging markets (EM) are vastly different from what they were just a decade ago. What’s more, some EM-based technology companies have emerged as global market share leaders or close rivals to developed-market peers. In our view, an actively managed investment approach is best suited to navigating this landscape of tumultuous change.
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Where to focus in 2021—a year of recovery across emerging markets

The 2020 momentum that propelled emerging-market stocks in industries such as e-commerce, cloud computing, and other new economy segments could extend well beyond 2021.
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Important information

The material contains information regarding the investment approach described herein and is not a complete description of the investment objectives, risks, policies, guidelines or portfolio management and research that supports this investment approach. Any decision to engage Manulife Investment Management should be based upon a review of the terms of the prospectus, offering documents or investment management agreement, as applicable, and the specific investment objectives, policies and guidelines that apply under the terms of such agreement. There is no guarantee investment objectives will be met. The investment process may change over time. The characteristics set forth above are intended as a general illustration of some of the criteria the strategy team considers in selecting securities for client portfolios. Client portfolios are managed according to mutually agreed upon investment guidelines.

This information has been provided by Manulife Investment Management. All material is compiled from sources believed to be reliable and correct but accuracy cannot be guaranteed. This is not to be construed as an offer to buy or sell any financial instrument nor does it constitute an offer or invitation to invest in any fund managed by Manulife Investment Management and has not been prepared in connection with any such offer. This information does not constitute, and should not be construed as, investment advice or recommendations with respect to the securities and sectors listed.

References to securities, transactions or holdings should not be considered a recommendation to purchase or sell a particular security and there is no assurance that, as of the date of publication, the securities remain in the portfolio. Additionally, it is noted that the securities or transactions referenced do not represent all of the securities purchased, sold or recommended during the period referenced and there is no guarantee as to the future profitability of the securities identified and discussed herein.

The indices cited are widely accepted benchmarks for investment performance within their relevant regions, sectors or asset classes, and represent non managed investment portfolio.