Strategy
Emerging Markets
The Driehaus Emerging Markets team focuses on investing in emerging markets securities of all capitalizations, through the Driehaus Emerging Markets Growth, Driehaus Emerging Markets Opportunities and Driehaus Emerging Markets Small Cap Equity strategies. The strategies provide investors with exposure to companies experiencing growth inflections in addition to positive earnings revisions and medium-term (price) momentum, two factors that are positively correlated to alpha generation. The team is led by portfolio managers Howard Schwab, Chad Cleaver and Richard Thies.
Institutional Investors
Our institutional sales team will be pleased to address questions and requests related to separately managed accounts and/or institutional commingled vehicles that employ our investment strategies.
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Driehaus Emerging Markets Growth Strategy
View DetailsDriehaus Emerging Markets Growth Strategy
The strategy seeks to outperform the MSCI Emerging Markets Index over full market cycles.
Facts
- Strategy Inception Date
- Jan 01, 1997
- Total Strategy Assets
As of Dec 31, 2020
- $5,606M
Separately Managed Accounts
- Open to New Investors
- Yes
Funds
Institutional Commingled Accounts
- Minimum Initial Investment
- $1M
Driehaus Emerging Markets Small Cap Equity Strategy
View DetailsDriehaus Emerging Markets Small Cap Equity Strategy
The strategy aims to outperform MSCI Emerging Markets Small Cap Index.
Facts
- Strategy Inception Date
- Feb 01, 2016
- Total Strategy Assets
As of Dec 31, 2020
- $90M
Separately Managed Accounts
- Open to New Investors
- Yes
Funds
Driehaus Emerging Markets Opportunities Strategy
View DetailsDriehaus Emerging Markets Opportunities Strategy
The strategy seeks to provide superior risk-adjusted returns and higher total return than the MSCI Emerging Markets Index over a full market cycle.
Facts
- Strategy Inception Date
- Jul 01, 2015
- Total Strategy Assets
As of Dec 31, 2020
- $53M
Separately Managed Accounts
- Open to New Investors
- Yes
Funds
Philosophy & Process
The team employs a growth-oriented investment philosophy focusing on identifying company-specific growth inflection points and exploiting associated marketplace inefficiencies. Our philosophy hinges on a belief that market expectations tend to be ‘anchored’ to historical information and that points of inflection therefore introduce dislocations between market expectations and fundamentals which generate significant alpha capture opportunities. The team combines fundamental, macro and behavioral analysis with a nimble/active investment approach to quickly identify inefficiencies and generate a portfolio which uniquely seeks to achieve superior aggregate growth rates as well as superior risk characteristics.
Featured Commentary
Beyond China – Growing Opportunities Within Emerging Markets Small Cap
In light of recent major developments related to the US elections and prospects for COVID-19 vaccines, this month’s commentary examines the investment case for emerging market small caps amid an increasingly favorable macro backdrop.
Driehaus Emerging Markets Small Cap Growth October 2020 Commentary and Attribution
This month’s commentary discusses recent developments in Vietnam, one of the world’s most vibrant economies, and a success story in the navigation of COVID-19.
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