Our Approach

Active Ownership in Emerging Markets ®

Cartica is a long-only, single strategy manager holding a concentrated portfolio of approximately 20-30 diverse emerging market companies. Our investment approach is based on three key pillars: Bottom-up Company Analysis, Macro and Country Research, and ESG Engagement.

Bottom-Up Company Selection

“At our core, we are stock-pickers and we believe our performance supports this. We perform deep, fundamental analysis to identify investment opportunities within our focus countries. Our deep network within these markets enables us to ensure that we are investing in quality companies with high-integrity management and ownership.”

In selecting “Cartica Companies” we perform a rigorous analysis of the company’s financials, its business model, and its environmental, social, and corporate governance (ESG) practices. Our vast network within emerging market countries provides us with unmatched insight into target companies, their management and board, controlling shareholders, and treatment of minority shareholders.

Dynamic Macro and Country Research

“Historically, outsized emerging markets returns are found in countries entering a period of positive economic and political reform. We seek to identify countries with these tailwinds to best position our portfolio.”

We believe differentiation among emerging market countries is a key competitive advantage in our investment approach. Cartica’s approach to country evaluation is an essential tool in risk management. We employ continuous macro and country analysis to inform, contextualize and mitigate investment risk.

ESG Engagement

“Many emerging market companies have good ESG practices, but through active engagement we can improve disclosure around these practices to unlock value and ignite a cycle of positive change.”

Cartica’s long-standing ESG methodology allows us to tailor our engagement strategies to the nuances of emerging market companies and the capital markets in which they operate. We focus our efforts on material ESG and operational improvements specific to each company to reduce risk and enhance value.

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