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LATAM:  The Conviction Overweight in a Benchmark-Driven World

Steven has highlighted this Insight as a Top Pick
144 Views29 Jun 2025 22:13
LATAM remains a core and consensus overweight among active EM managers, with 85% of funds positioned ahead of the MSCI EM benchmark
What is covered in the Full Insight:
  • Introduction to LATAM Overweight
  • Current Fund Positioning
  • Regional and Sector Concentrations
  • Key Stock Holdings Trends
  • Conclusions
SUMMARY
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Rising
Steven Holden
Asset Allocation & Fund Positioning
Copley Fund Research
Cross Asset StrategyEquity Bottom-Up
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