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.

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.

Rishikesh Patel

Portfolio Manager

Irina Hunter

Portfolio Manager

Dafydd Lewis

Portfolio Manager

Christopher Darling

Portfolio Manager

Sam Mahtani

Portfolio Manager

Claire Franklin

Portfolio Manager

June Lui

Portfolio Manager

Emerging markets equities insights

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