Why EM Ex-China? Why EMM?

Emerging markets ex-China are drawing increased investor interest as allocators look beyond China to a broader set of opportunities across Asia, Latin America, the Middle East, and other developing economies. Key investment themes include technology leadership in Taiwan and Korea, India's long-term growth trajectory, supply chain diversification, and attractive valuations in select regions. EMM is designed to capitalize on these opportunities through a concentrated, actively managed approach focused on companies with durable competitive advantages, strong growth prospects, and identifiable catalysts. View the full report here.