Emerging Wealth equity

The focus of the Emerging Wealth Equity  strategy is the identification of companies which we believe have meaningful exposure to growth in emerging markets.  Emerging market economies are expected to experience faster GDP growth than developed markets for several years.  In addition to investing in companies domiciled in emerging market countries, there are also developed market companies with material exposure to emerging market growth.  A strategy of investing in a combination of emerging market companies as well as developed market companies with significant exposure to emerging market domestic consumption provides added flexibility and liquidity to select companies best positioned to benefit from this growth.  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 4-8% with above benchmark performance of +3% (gross of fees). Trilogy’s Emerging Wealth Equity strategy is typically compared to the MSCI Emerging Markets Index.

emerging wealth insights

Emerging WEALTH Commentary and Factsheet


OUR TEAM

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Thomas A. Masi, Senior PORTFOLIO MANAGER

Industry Experience: 31 years

Tom is responsible for managing Trilogy’s Emerging Wealth Portfolio - a strategy incorporating Emerging Market and Developed Market companies with potential for significant future growth driven by rising wages and wealth in Emerging Markets.

Tom joined Trilogy from Dominick and Dominick Advisors, a privately held investment management firm, where he was a partner and President of Asset Management. Previously, Tom was a Managing Director, Senior Portfolio Manager, and senior member of the Asset Management's Investment Strategy Committee at SG Cowen Asset Management and led a group that managed $1.5 billion in client assets. Tom also worked at Kidder Peabody Asset Management as a Senior Vice President and Senior Portfolio Manager, where his team managed over $500 million in equity, fixed income and balanced separate accounts, in addition to the Kidder, Peabody Equity Income Fund and the firm's 401K and pension plans. Tom has a B.A. in Economics from Rutgers University and an M.B.A. in Finance from the Rutgers Graduate School of Management.Tom is a CFA charter-holder.

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Nuno Fernandes, Senior PORTFOLIO MANAGER

Industry Experience: 23 years

Nuno is responsible for managing Trilogy’s Emerging Wealth Portfolio – a strategy incorporating   Emerging Market and Developed Market companies with potential for significant future growth driven by rising wages and wealth in Emerging Markets.

Nuno joined Trilogy from Goldman Sachs Asset Management where he worked as a portfolio manager primarily focused in Emerging Markets and Global Financials.Previously, Nuno was a research analyst with ING Barings Securities, Caspian Securities and Smith Barney covering Latin American financials. Nuno received a B.S. in Economics from the School of Economics at the University of Porto, Portugal. Nuno is a CFA charter-holder.