Emerging Markets equity

Trilogy’s Emerging Markets strategy was developed in the mid 1990’s and Pablo Salas has served as the lead Portfolio Manager since that time.  We follow a consistent bottom-up, growth-oriented investment process based on the belief that future earnings growth is a key determinant of potential long-term equity returns. The research discipline focuses on identifying companies with a high level of sustainable earnings power or the near-term potential to achieve such earnings power. Accordingly, Trilogy's portfolios typically contain a mix of both traditional growth companies and early stage growth companies. Our overall goal is to provide above benchmark returns at a moderate level of risk. Over the long term, we believe our tracking error will range between 3-8% with above benchmark performance of +3% (gross of fees).  Trilogy’s Emerging Markets Equity strategy is typically compared to the MSCI Emerging Markets Index.

Emerging Markets Commentary and Factsheet


OUR TEAM

 Left to right:  Vasu Kasibhotla , Analyst,  Pablo Salas , Portfolio Manager,  Sunil Parthasarathy , Analyst,  Brad Miller , Analyst & Portfolio Specialist,  Siva Natarajan , Analyst,  Matt Clemmer , Analyst

Left to right: Vasu Kasibhotla, Analyst, Pablo Salas, Portfolio Manager, Sunil Parthasarathy, Analyst, Brad Miller, Analyst & Portfolio Specialist, Siva Natarajan, Analyst, Matt Clemmer, Analyst

  Left:  Pablo Salas  Right:  Brad Miller

Left: Pablo Salas Right: Brad Miller

Pablo Salas, Senior Portfolio Manager

Industry Experience: 31 years

Pablo is responsible for the management of Trilogy’s Emerging Market Equity portfolios. Pablo joined Trilogy in 2005, the result of a merger with BPI Global Asset Management, LLP, where he was a co-founder. Prior to BPI, Pablo was a Director and Senior Portfolio Manager in the International Portfolio Management and Research area at STI Capital Management/Sun Trust, Inc., where he launched the Emerging Markets Portfolio. Previously, Pablo was a Portfolio Manager in the International Equities area at Lazard Freres Asset Management where he launched an Emerging Markets Portfolio. Pablo also held positions at the Principal Financial Group/Invista Capital Management and NationsBank. He earned a B.S. in Business Administration from Indiana University and an M.B.A. from the University of Wisconsin. He is fluent in Spanish.
 

Brad Miller,  Portfolio Specialist, Emerging Markets

Industry Experience: 23 years

Brad serves as a Portfolio Specialist for Trilogy’s Emerging Markets Equity strategy and is also responsible for the global research coverage of the Financials, Industrials and Consumer Discretionary sectors. Brad joined Trilogy from Kornitzer Capital Management, where he was a portfolio manager focusing on international developed markets. Previously, Brad was a research analyst/portfolio manager at BPI Global Asset Management. Brad also worked at the State of Iowa Treasury Office as an investment officer. He earned a B.A. in Economics and Management from Simpson College and a M.B.A from the University of Iowa. Brad is a CFA charter-holder.