Our country allocation is top-down. Proper country allocation helps to identify markets that are trading below their fair value and diversify portfolio risk. Euroicon proprietary, quantitative model suggests country targets based on multiple economic and market factors. We then enhance the model's suggestions with the experienced judgment of our Chief Investment Officer, who consults closely with our portfolio managers and analysts.
Research and thinking are critical. Our portfolio managers and analysts have top-notch financial training, speak the languages of the countries in which we operate and come from all over the world. They spend much of their time "on the ground," visiting companies, interviewing managements and collecting a wide range of information on companies, as well as their industries, competitors and customers.
We analyze this information with critical thinking. Our goal is to ask better questions, dig deeper, and look beyond obvious or biased sources. We consider new ideas and perspectives, review details that others may have missed or dismissed, investigate competing evidence, and distinguish fact from opinion.
We apply a disciplined investment style. Our horizon is long-term; we don't believe in chasing the latest investment fads. We are patient when market cycles don't favor our style. Over the years, our team has weathered the ups and downs of emerging and global markets.