Dividend Growth Approach to Emerging Markets

Many emerging markets suffered when discussions of Fed taper began to hit headlines.  The sell off in Emerging Markets was profound.

The Redwood Emerging Markets Dividend Fund is one of only a few Emerging Markets mandates that has delivered a positive return on a YTD basis.  As we approach its three-year track record in November, it appears that the fund will also be among the top performing EM Funds in Canada over that period, providing a positive return in what has been a truly difficult period in Global Emerging Markets.

Somerset Capital Management is a specialist emerging markets boutique who’s partner Edward Lam has managed the fund since inception.  We, at Redwood, continue to believe that a dividend growth approach is an intelligent way for retail investors to gain exposure to emerging markets.

In the attached clip, Dominic Johnson the Somerset’s CEO http://londonftp2.rtv.thomsonreuters.com/outputplayer/?filename=DOM+JOHN+CLIP&aspect=43 speaks to the firm’s view on some of the political wrangling in the US and the impact on Emerging Markets.

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