Emerging Markets Equities

LGM Investments is an emerging market equities specialist operating as part of BMO Global Asset Management. With investment teams based in London and Hong Kong, LGM takes an active bottom-up approach to investment seeking out high-quality businesses trading at attractive valuations. The emphasis is on areas where the impact of drivers like urbanization and growing personal wealth are at their most potent – a bias that results greater exposure to domestically orientated businesses.

Embracing the emerging consumer

In developing economies, rising incomes and increasing levels of consumer spending fuel long-term growth potential.

Embracing the emerging consumer
Pursuing stability and predictability

We seek to invest in stable, predictable business models, which exhibit quality characteristics such as strong cash flow generation, robust balance sheets, proven management teams and alignment with majority shareholders.

Long-term focus

We invest with a long-term, strategic perspective and do not engage in opportunistic behaviors

Unconstrained, bottom-up approach

Our bottom-up approach to portfolio construction yields benchmark agnostic portfolios with high active share.

Thomas Vester
Chief Investment Officer and Portfolio Manager
Rishikesh Patel
Portfolio Manager
Irina Hunter
Portfolio Manager
Dafydd Lewis
Portfolio Manager
Damian Bird
Portfolio Manager
Christopher Darling
Portfolio Manager
Sam Mahtani
Portfolio Manager
Claire Franklin
Portfolio Manager
June Lui
Portfolio Manager

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Investing in emerging markets can be riskier than investing in well-established foreign markets.