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Emerging Markets Equity

Video Transcript

Focus on Visible and Persistent Growth: Structural Growth

The VanEck Emerging Markets Strategy focuses on visible and persistent growth within emerging markets. That's what we call structural growth. Structural growth, but at a reasonable price. [GARP] So, visible and persistent growth in a “GARP”y format.

Stock Selection Drives Alpha

When we look for that visible and persistent growth, we focus on stock selection: stock selection first and foremost, because that's what's really the best place to look for alpha in emerging markets.

We have a very engaged portfolio management team. We spend a lot of time with management of our companies, and we try and find the very best that we can find in emerging markets focused on that structural growth.

Sometimes you're defined by what you don't do. What we don't do is the highly cyclical parts of emerging markets. So, from us, you can expect us to have very low weightings in these highly cyclical industries, commodity equities for instance, and to have much more of a focus on areas like healthcare, education, Internet, those types of sectors within emerging markets.


Invest in the Future of Emerging Markets Today

We're really looking for companies that are very idiosyncratic, related to the country, and are very much predicated on domestic demand, which is the future of emerging markets.

When we look at these smaller domestic demand stocks, highly idiosyncratic, there's an ability to really find some very, very good business models, management, and very attractive sectors and industries within emerging markets, all within the context of our overriding philosophy, which is structural growth at a reasonable price.



IMPORTANT DISCLOSURE

Please note that Van Eck Securities Corporation (an affiliated broker-dealer of Van Eck Associates Corporation) offers investments products that invest in the asset classes discussed in this video.

The views and opinions expressed are those of the speaker and are current as of the video’s posting date. Video commentaries are general in nature and should not be construed as investment advice. Certain statements contained herein may constitute projections, forecasts and other forward looking statements, which do not reflect actual results, are valid as of the date of this communication and subject to change without notice. Information provided by third party sources are believed to be reliable and have not been independently verified for accuracy or completeness and cannot be guaranteed. Any discussion of specific securities mentioned in the video is neither an offer to sell nor a solicitation to buy these securities.

All investing is subject to risk, including the possible loss of the money you invest. As with any investment strategy, there is no guarantee that investment objectives will be met and investors may lose money. Diversification does not ensure a profit or protect against a loss in a declining market. Past performance is no guarantee of future performance.

No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission of Van Eck Securities Corporation. © Van Eck Securities Corporation.

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