• Home
  • About
  • Investors
  • Strategies
  • People
  • Insights
  • Careers
  • Contact Us
  • Press
  • Login
  • Login
  • Press
  • Contact Us
  • Careers
  • Home
  • About
  • Investors
  • Strategies
  • People
  • Insights
  • Credit
  • Private Equity
  • Real Assets
  • Listed Equities
    • Emerging Markets Equities
      • Emerging Markets Equities
    • Value/Other Equities
  • Home/
  • Strategies/
  • Listed Equities/
  • Emerging Markets Equities/
  • Emerging Markets Equities

Emerging Markets Equities


Oaktree added the long-only Emerging Markets Equities strategy in 2011, as a step-out from the Emerging Markets Absolute Return strategy1 established in 1998. The launch of the Emerging Markets Equities strategy also followed Oaktree’s selection in 2011 as one of four emerging markets equities managers to Vanguard’s Emerging Markets Select Stock Fund. We believe the inefficiencies inherent in emerging markets present experienced managers with an opportunity to apply advanced investment methods and personal judgment to an arena where they have great potential to increase value for their investors.


Drawing on their extensive experience and industry contacts, portfolio managers Frank Carroll and Janet Wang seek to earn attractive risk-adjusted returns by investing on a long-only basis in the equities of emerging markets companies in the Asia Pacific region, Latin America, Eastern Europe, the Middle East, Africa and Russia.


The portfolio is constructed to be benchmark-aware to the MSCI Emerging Markets Index Net and is built using a bottom-up, fundamental research process. The portfolio managers also take broader macroeconomic and market conditions into consideration when assessing portfolio risk.


The team has a global presence, with offices in Stamford, CT; Singapore; Hong Kong and London. They also travel extensively to meet with management of potential and current portfolio companies.

 

Learn more about Oaktree's UCITS (SICAV) Funds.




Click here for information regarding risk disclosures associated with our strategies.


1 The Oaktree Emerging Markets Absolute Return strategy was discontinued on September 30, 2018.

EMERGING MARKETS EQUITIES TEAM
  • Frank Carroll
    Co-Portfolio Manager
  • Janet Wang
    Assistant Portfolio Manager
See the complete team

ABOUT THE STRATEGY

 
Assets Under Management
$7,931 million
 
Location
Stamford, London, Hong Kong, Singapore
 
Strategy Inception
2011

Related Insights

Oaktree Insights

Risks and Opportunities in EM amid a Global Slowdown
An ESG Focus for EM Equities Investing

Videos

Emerging Markets with Howard Marks, Julio Herrera, Pedro Urquidi and Frank Carroll
Emerging Markets Equities Strategy
  • About
  • Investment Philosophy
  • Business Principles
  • Responsible Investing
  • Our Communities Matter
  • Diversity & Inclusion
  • Investors
  • Institutional Investors
  • Financial Professionals
  • Individual Investors
  • Public Unitholders
  • Strategies
  • Credit
  • Private Equity
  • Real Assets
  • Listed Equities
  • People
  • Senior Executives and Directors
  • Investment Professionals
  • Marketing and Client Relations
  • Corporate
  • Insights
  • Memos from Howard Marks
  • Oaktree Insights
  • Videos
  • Podcasts
  • Brookfield
  • Careers
  • Contact Us
  • Press
  • Login
© 2007-2021 Oaktree Capital Management, L.P. All rights reserved. Securities offered through OCM Investments, LLC (Member FINRA), a subsidiary of Oaktree Capital Management, L.P.
  • Terms and Conditions
  • Privacy Policy
  • Disclosures
  • Form CRS