Introducing the Investment Managers
Chris is a Lead Manager of the Omnis Global Emerging Market Equity Opportunities fund. His expertise lies in Small Cap investing, having worked on the Small & Small Mid Cap Strategies since 2018. Christopher joined Somerset as an analyst covering Europe, the Middle East and Africa in August 2016, having completed an MBA from Columbia Business School and graduated from the school’s Value Investing Programme. He previously worked in investment banking for Goldman Sachs in London and is a CFA Charterholder.Somerset Capital Management
Edward is a Lead Manager of the Omnis Global Emerging Market Equity Opportunities fund. His expertise ranges across market capitalisations as well as managing the investment team. He worked in Hong Kong and London before joining Lloyd George Management in 1999 where he built the Emerging Market products. He also ran the top performing Russian Fund – SIBINCo. Later he co-founded Somerset Capital in April 2007 and became sole Portfolio Manager on their flagship Global Emerging Markets Equity strategy in January 2010.Somerset Capital Management
The fund intends to invest at least 80% in the equity securities of Emerging Markets companies defined as those which are domiciled, incorporated or have a significant exposure to Emerging Markets. The fund will adopt a flexible approach to investment, seeking to invest in companies that are undervalued relative to their economic potential. Exposure to small and medium size companies will be greater than 50% of the fund. Small and medium sized companies are defined as those with a market cap of $10 billion or less at the time of the fund’s investment. Companies whose capitalisation no longer meets this definition after investment will continue to be considered small and medium market capitalisation companies.
The fund may also invest in other transferable securities (for example, equity securities of other international companies), units in collective investment schemes (including schemes managed and operated by the ACD or its associates), money market instruments, warrants, cash, near cash and deposits as detailed in the Prospectus.
It is envisaged that the investment portfolio of the fund will be concentrated, typically comprising between 40 and 80 holdings.
Derivatives may be used for the purposes of hedging and efficient portfolio management.