In the past two decades emerging markets have undergone a significant transformation, reshaping the global economic and investment landscape.
At Goldman Sachs, we expect emerging markets to drive close to 75% of global growth over the coming decade and in the process lift close to 1.2bn people out of poverty and into the middle income, consumer class1.
We Pick Stocks,
We seek to build a balanced portfolio one stock at a time and look for sound businesses that are trading at a discount.
Local Insight, Centralised Decision Making
Our team is locally based which enables us to conduct close to 4,000 management meetings a year.
Our Portfolio has meaningful exposure to small and mid-cap companies as well as off-benchmark names.
1. Source: GSAM, GS Global Investment Research, IMF, rebased to 2015 USD GDP, as of December 2016