Macquarie Emerging Markets Fund Class A (DEMAX)

Overview

The investment primarily targets capital growth by concentrating on a portfolio of common stocks from large-cap, growth-driven companies. These companies are identified based on their superior business models that provide them a competitive edge, making them capable of warding off competition. Moreover, these businesses are distinguished by their potential to sustain growth over a long duration, surpassing investor expectations. The investment philosophy underscores the importance of investing in large-capitalization companies, typically defined as those with market capitalizations of $10 billion or more at the time of acquisition. This strategy is implemented with a focus on non-diversification to maximize growth potential.

Products and Services

The investment provides a strategic pathway for growth through several key financial products and services:

• Growth-oriented Stock Portfolio - An array of common stocks from large-capitalization, growth-oriented companies. These stocks are selected based on the belief that the companies’ unique business models and market positions enable them to evade competition and sustain long-term growth. The ideal companies are those that can consistently exceed investor expectations with their growth metrics.
• Large-capitalization Investments - The core of the investment strategy focuses on companies with market capitalizations of at least $10 billion at the time of acquisition. This preference for large-cap companies is rooted in their potential for stability and sustained growth, aligning with the goal of capital growth over the long term.
• Non-diversified Fund Structure - This strategic approach allows for a concentrated investment in select large-cap growth stocks, rather than spreading investments across a wider range of securities. Although this approach involves a higher level of risk due to less diversification, it is justified by the potential for significantly higher returns, stemming from investing in competitively advantaged and growth-sustaining companies.