MI Somerset Emerging Markets Dividend Growth Fund

This is a fund we have followed with interest for some time. The lead manager is Edward Lam and he came across from Lloyd George with other members of the emerging market team. This is important because the team have been together for several years and this is really where the fund differs from others in the market.

The partnership structure of the company means everyone feels part of it and is rewarded accordingly. Recruitment also takes time and tends to be people who they have known for several years and understand the philosophy of the company.

In terms of the fund nothing has changed from when they managed assets at Lloyd George. The philosophy and process is the same; high conviction, independent thinking, long term, bottom up focus (companies rather than countries) but with a top down (country) overlay, especially in terms of currency….read more

Fund Facts Morningstar


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