Acadian Emerging Markets Portfolio Class I (AEMZX)

Overview

This investment fund is designed primarily for investors seeking long-term capital appreciation through exposure to emerging market countries. The strategy focuses on investing mainly in common stocks of issuers based in these markets, with the potential for inclusion of other equity types such as preferred stock. The firm commits at least 80% of its net assets, in addition to any funds borrowed for investment purposes, towards equity securities. While the primary focus is on emerging markets, the fund also allows for investment in securities from industrialized countries, broadening its investment horizon and diversifying its portfolio.

Products and Services

The fund offers a range of investment products and services focusing on equity securities in emerging markets, with the flexibility to include other equity types and investments in industrialized nations.

• Common Stocks of Emerging Market Issuers: The core product of the fund, focusing on stocks that present a potential for significant long-term growth by investing in companies located in emerging market countries.
• Other Equity Securities: Beyond common stocks, the fund may include preferred stocks and other types of equity securities, expanding its opportunities for growth and diversification.
• Equity Securities of Industrialized Countries: To balance its portfolio and mitigate risk, the fund has the flexibility to invest a portion of its assets in the equity markets of developed countries, thereby offering a broader investment base.