Excel Funds Management Inc.

Emerging Markets

Response to: 5 emerging-markets stocks tied to consumer growth

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Fund manager focuses on small companies with a big domestic business

According to Roger Edgley, Developed markets have actually gotten riskier. As a result, they are focusing on small cap stocks focused on their home countries with high growth potential. Ex. Colgate-Palmolive, LIC Housing Finance, Cleanaway Co, Discovery Holdings, and Dah Chong Holdings. Seems like he is on the right path as the fund has gained about 21% annualized on average, according to Morningstar Inc. An approach that is helping them, is investing in countries that are less connected to developed economies, such as the Philippines. Edgley has hopes for the second half of the year if central banks cut rates. “It’s a good time for adding names.” Fund managers are finding ways to stay afloat in this choppy market environment, and steady growers with high growth potential is the way to maintain a steady business.




Author: Excel Funds Management

We Are Leaders. Our Focus is Undivided. Excel Funds is Canada’s specialist in Emerging Market investment opportunities. We pioneered Emerging Market mutual fund design and distribution in Canada. Our focus is undivided – Emerging Markets is all we do. Our Mission Is To Offer Canadians True Global Access By offering Canadians access to rapid growth markets, Excel Funds provides truly global and diverse investment value. Our clients want consistent, responsible and intelligent solutions – we will never stop being challenged and deliver on client expectations. We Listen. We Are Determined To Deliver. Our clients want to understand better. Excel Funds is the only company dedicated to providing investors with actively managed, best-in-class Portfolio Managers based in regional markets. In order to deliver deeper understanding, we are not removed from unique cultural, political and economic experiences. We Initiate. We Create. Investors benefit from strong, sustainable growth. To create wealth for our clients we will: • Offer globally diverse opportunities to capture shifts in world economies • Not resist change and continually lead in Emerging Markets global growth • Engage world class institutional managers for retail investors We Are Passionate. We Will Never Stop Innovating. True leadership is enabling and seeks a positive outcome for all invested. We will not rest on past success, and continue to provide clients with: • Innovative fund structures • Canada’s largest & most comprehensive Emerging Markets products • The best institutional level Portfolio Managers • World class on-the-ground active managers • A singular focus on Emerging Markets, the driver of global growth

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