Compelling Strategies for Latin America

The EQIS investment team recommends that advisors consider the emerging market of Latin America. The MSCI Emerging Markets Index shows Latin America bringing in 14.56% in cumulative gross return compared to 3.86% in the rest of the emerging markets as a group for the three-year period ending May 2023, primarily as the result of the ongoing war in Ukraine along with trade and political issues with China.

Here are Latin America-focused strategies to consider.

Henry James International Management (HJIM) Latin America

With a track record of success and a team of seasoned investment professionals, the HJIM Latin America strategy has historically delivered an effective and sustainable investment solution in the emerging markets landscape. With a global perspective, Henry James International Management navigates the complexities of international markets to identify attractive investment opportunities by meticulous research, data-driven analysis, and a deep understanding of local and international economic trends, prioritizing risk management aiming to provide stable and consistent returns for its clients.

HJIM Latin America

Source: Morningstar

Financial Trust Latin Value Momentum

The Financial Trust Latin Value Momentum presents an opportunity for those seeking investment in the thriving Latin American markets and is a focused, highly dynamic and innovative approach to investing. By combining the principles of value and momentum investing, this strategy aims to deliver superior returns for investors. Financial Trust’s team of experienced analysts conducts in-depth research and analysis to identify undervalued assets with strong growth prospects, effectively capitalizing on emerging opportunities in the region. Rigorous risk management measures are implemented seeking to protect investors' capital, ensuring a smooth and stable investment experience.

Financial Trust Latin Value Momentum

Source: Morningstar

EQIS Latin America

The EQIS Latin America strategy is a compelling and focused investment approach designed to capitalize on the vast potential of the Latin America region, crafted to address the unique dynamics and opportunities present in this rapidly growing market. The EQIS investment team employs a rigorous quantitative process to identify investment opportunities, seeking to deliver consistent returns for investors by maintaining a diversified portfolio across various asset classes, sectors, and industries in the Latin American market. Whether it's capturing the potential of undervalued assets or capitalizing on the momentum of high-growth companies, the EQIS Latin America strategy aims to create consistent returns relative to the market and presents an attractive option for those seeking to access the potential rewards in Latin American companies.

EQIS Latin America

Source: Morningstar

 

 

The representations and opinions herein are the opinions and views of Henry James International Management (HJIM) and Financial Trust and are not the opinions or views of EQIS. The information is believed to be reliable but is neither guaranteed by EQIS nor any of its affiliates. EQIS and HJIM and Financial Trust are not affiliated. EQIS does not provide tax or legal advice.

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