Entry Points | Emerging Markets Tailwinds Take Form

Paul Korngiebel, CFA, Emerging Markets Portfolio Manager, discusses how recent U.S. political changes may impact emerging markets in this short clip. Read the highlights below.

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Catalysts in Play: Volatility may be diminishing in the U.S., but that’s not the case in the emerging markets, where increased volatility is leading to dislocation — and opportunities — in companies across all cap sizes right now.

Entry Points: While Boston Partners deploys a bottom-up, value-oriented approach to portfolio construction, several factors are influencing where an actively managed, value-oriented strategy can identify attractive mispricing opportunities.

  • Globalization 1.5: The relationship between the U.S. and China deteriorated over the last four years. However, the potential for a less-contentious relationship would support a recovery marked by a steady global-growth profile and a healthier geopolitical climate for multinational companies and investors.
  • Accommodative Rates: The low-rate environment in the U.S., based on early indications from the Fed, is expected to hold for at least the next 24 months. This typically translates into a “risk on” trade across emerging markets as currencies, fixed income and equities generally enjoy resulting tailwinds.
  • Return of Value: Just as the developed markets saw value come back into fashion late last year, emerging market stocks too experienced a value rebound in the fourth quarter, which is typical during the early stages of a recovery.

Three Circles Lens: Given these new variables, this is precisely the type of market where fundamental analysis directed towards identifying both value generating and value destructive businesses can create meaningful sources of alpha for active management in the most inefficient capital markets in the world.

Active Strategy: Boston Partners’ Emerging Markets Dynamic Equity strategy, launched in 2015, is an all-cap, low-beta approach that employs additional alpha sources designed to capture the returns of the MSCI EM Index with reduced risk and volatility. Our experienced team pursues an analytical advantage through the marriage of fundamental, quantitative, and risk analysis

For questions or additional information, please contact us.

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Jack Birmingham

Product Specialist

4 Years of Investment Experience

4 Years at Boston Partners

Mr. Birmingham holds a B.A. degree in Political Science from Hobart College.

Mr. Birmingham is a Product Specialist for the Boston Partners Value Equity strategies based in the Boston office, responsible for clients, consultants and prospects outside of North America. Prior to this role, Mr. Birmingham joined the firm as an RFP Writer and Database Coordinator in the Marketing Department, where he supported all of the firm’s equity strategies.

Matthew Donovan

Equity Analyst

Mr. Donovan holds a B.A. in Economics from the University of Pennsylvania.

Mr. Donovan is an equity analyst with Boston Partners. Mr. Donovan is focusing his analytical efforts on Emerging Markets equities. Prior to this, he was a Research Analyst for the Boston Partners Sustainability and Engagement Team. He was responsible for original ESG/Sustainability research on companies held in Boston Partners’ portfolios. Mr. Donovan holds a B.A. in Economics from the University of Pennsylvania. He has one year of experience.

John Zhao

Equity Analyst

Mr. Zhao holds a Bachelor of Arts degree from the Richard Ivey School of Business at Western University and an MBA from Harvard Business School. He has six years of industry experience.

Mr. Zhao is an emerging markets industry analyst with Boston Partners specializing in fundamental research of stocks held in our Emerging Markets Equity products. Prior to his role at Boston Partners, Mr. Zhao worked as a Private Equity Associate in Salt Lake City and an Investment Banking Associate in Hong Kong.

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Jonah Frank

Equity Analyst

Mr. Frank was a student at Boston University where he earned a B.S. degree in business administration with a concentration in finance and management information systems.

Mr. Frank is an equity research analyst with Boston Partners. Mr. Frank is focusing his analytical efforts on equities within a variety of cyclical industries.

Edward Stansky

Equity Analyst

Mr. Stansky holds a B.S. degree in economics from Duke University and a M.B.A. from NYU’s Stern School of Business. He has six years of investment experience.

Mr. Stansky is an equity research analyst with Boston Partners and has generalist coverage responsibilities. Prior to this role, he worked as a high yield and leveraged loan analyst at DDJ Capital and as an investment banking analyst in debt advisory at BofA Merrill Lynch.

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Marlon Thompson

Equity Trading Assistant

Mr. Thompson holds a B.S. degree in finance from Boston College. He has ten years of industry experience.

Mr. Thompson is an equity trading assistant for Boston Partners. Prior to assuming this role, he worked as a portfolio operations analyst. Before joining the firm, Mr. Thompson held several roles including Vice President of Operations at Benefit Street Partners LLC and positions at International Fund Services (IFS) and Pioneer Investments.

Kara Pattipati, CFA

Relationship Manager

Ms. Pattipati holds an M.A. in International Relations from the University of St. Andrews. She holds the Chartered Financial Analyst® designation. Ms. Pattipati has ten years of industry experience.

Ms. Pattipati is a member of the Relationship Management team at Boston Partners. She works with many of our key domestic and international clients in a client service and relationship manager capacity. Prior to joining Boston Partners in 2016, she was a business development associate at Geode Capital Management.

Elizabeth Sheerin

Relationship Manager

Ms. Sheerin holds a B.S. degree in business management from Babson College. Ms. Sheerin has thirteen years of industry experience

Ms. Sheerin is a member of the Relationship Management team at Boston Partners and she joined this team in 2011.  She works with many of our key domestic and international clients in a client service and relationship manager capacity. Prior to joining our firm, she was a Client Service Representative at Putnam Investments. She also held several financial services related internships including working for Merrill Lynch Global Wealth Management and State Street Global Advisors.

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