Emerging Markets Strategy

The Caravan Capital Emerging Markets Strategy is a process-driven, value-focused emerging markets strategy.  The top-down, disciplined approach provides broad and diversified exposure to the emerging markets.

A proprietary process is used to determine initial country target weights based on predictors of country-level performance, primarily focused on measures of value.  Index sampling and other techniques are used to determine initial security weights within the countries. The strategy employs active rebalancing to maintain the value discipline, enhancing expected returns while reducing risk.  

 

Unlike a pure, blackbox approach, the Firm's experienced investment team provides additional enhancements and tilts to the core process through fundamental and country analysis.  Countries and securities are added and removed based on the Firm's expectation of index graduation or downgrades.  Additionally, model overrides are implemented in cases where country or company-level factor data may be a poor representation of the fundamental reality.  

Disclosures:

Caravan Capital Management LLC is an investment advisor registered with the United States Securities and Exchange Commission.  Caravan Capital Management LLC cannot transact business in a state unless appropriately registered or excluded from such registration.  Registration as an investment advisor does not imply a certain level of skill or training. 

Any material or information contained herein is not an offer to sell or to purchase securities, nor a solicitation of an offer to sell or to purchase securities.  No offer or solicitation of a security or investment product will be made without the delivery of an offering memorandum, subscription agreement, and other required documents.  Before making an investment decision, potential investors are advised to carefully read the offering memorandum, the limited partnership agreement, the subscription documents and all other related documents and to consult with their legal, financial, and tax advisors.  

© 2020 by Caravan Capital Management LLC