This Emerging Markets Manager Keeps Outperforming With This Strategy (Institutional Investor)

• Edinburgh-based Stewart Investors is betting that companies in emerging markets — unlike their developed market peers — will be able to build sustainability into their processes from the start.
• Stewart Investors, which has $17 billion in assets under management, doesn’t invest in markets that are highly regulated, due to the often cozy ties that exist between the government and company owners in some emerging countries. Many companies are often controlled by governments or families in the developing world. “We think any business that can be destroyed with the stroke of a regulator’s pen is, in the final analysis, not a strong one,” Nelson said. READ MORE

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