Why Invest?

Access a proven strategy that invests in high-quality, growth companies unique to emerging markets with a strong focus on ESG and downside protection. Managed by equity specialist Northcape Capital, one of Warakirri’s boutique asset managers.

A hand-picked emerging markets portfolio

Northcape is one of Warakirri’s boutique asset managers with a long history of managing equities for Australian institutional investors. Investors can now access Northcape’s expertise exclusively via the Warakirri Global Emerging Markets Fund.

Proven performance track record

Northcape invests in resilient businesses with clear opportunities for growth and has delivered sustained investment outperformance over the long term1.              
             

Integration of ESG mitigates risk

ESG leading companies have historically outperformed, especially in emerging markets2. Northcape sets the bar high for companies to pass its ESG screen before being considered for addition to the portfolio.

Investment Approach



A Unique Approach to Investing in EM

Watch this brief video with Ross Cameron, Portfolio Manager / Analyst at Northcape Capital to learn about their high conviction investment approach, the team’s preferred EM economies and what’s driving performance in emerging markets equities.

Read video disclaimer >

 

This video has been prepared by Northcape Capital and is intended for wholesale investors.

Northcape Capital (ABN 53 106 390 247) (AFSL 281767) is the underlying investment manager for the Fund. While the information included in this video has been prepared with all reasonable care, Northcape Capital and Warakirri Asset Management accepts no responsibility or liability for any errors, omissions or misstatements however caused. The views and opinion of Northcape Capital is provided for informational purposes only and are believed to be accurate at the time of recording. The economic and market forecasts are for informational purposes as at the date of this video. There can be no assurance that these forecasts will be achieved.

The Proof is in the Process

Resilient and Sustained Long-Term Portfolio Outperformance1

Northcape’s highly disciplined, index unaware, “Best of the Best” ideas strategy has yielded strong, resilient returns.  In fact, their investment approach has experienced only one calendar year of underperformance since the strategy’s inception in 2008.

Managing downside risk is critical for successful investing in Emerging Markets.  Northcape’s strong risk management approach which starts with the critically important identification of sovereign risk and their quest for ESG excellence – only investing in companies that adhere to sound environmental, social and corporate governance practice – ensures a focus on the protection of investor’s capital.

 

1. Source: Northcape Capital: Past performance of the Northcape Capital Global Emerging Markets Strategy is not representative of the performance of the Warakirri Global Emerging Markets Fund. Read More.

Lonsec Research has rated the Warakirri Global Emerging Markets Fund as “Investment Grade”. Lonsec highlights a strength of the fund as the “highly detailed research approach which places a high degree of emphasis on downside protection with notable integration of ESG considerations.”

“The process incorporates a sovereign risk framework into decision making which have historically been important drivers of emerging markets risk.” the ratings agency said.

View Fund Ratings Important Information here.

 

Why ESG Matters?



Globally ESG leading companies have historically outperformed – even more so in emerging markets2. ESG is a critical component of building sustainable, long-term performance in emerging markets.

Northcape undertakes a comprehensive ESG assessment of all prospective investments as the first step in the investment process. Read more about Northcape’s approach to ESG below.

Why Governance Matters (in EM)

In Emerging Markets – country selection is key.

Northcape employs a detailed sovereign risk assessment to determine a country’s risk factor that underpins its stock valuation and selection process. Read more about Northcape’s approach to country selection below.

Why Environmental Factors Matter (in EM)

In 2021, Northcape began to monitor the carbon intensity of its portfolios against the benchmark. This provides the ability to identify large contributors to portfolio emissions and prioritise company engagement accordingly. Read more about Northcape’s carbon metrics below.