Public Markets

In Public Markets, we provide institutional investors with structured insights into the global manager universe and highlight the key themes driving allocations – making manager selection easier and more effective.

GFS Interface - Public Markets

Public Market Leaders

Sponsored content – subject to qualification

All sponsored profiles are subject to editorial review and included by invitation, based on institutional relevance and demonstrated demand from allocators.

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Leaders

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Ninety One

Sponsored content – subject to qualification

All sponsored profiles are subject to editorial review and included by invitation, based on institutional relevance and demonstrated demand from allocators.

Systematic Emerging Markets Equity Investing with the 4Factor Framework

Proprietary 4Factor Investment Framework

The strategy applies Ninety One’s proprietary 4Factor framework, combining quality, valuation, momentum and earnings revisions to identify attractive opportunities across emerging markets equities.

Systematic and Disciplined Portfolio Construction

A structured and repeatable investment process integrates quantitative signals with investment expertise to build a diversified emerging markets equity portfolio.

Broad Emerging Markets Opportunity Set

The strategy invests across the emerging markets universe, seeking opportunities across countries, sectors and market environments.

Focus on Diversification and Risk Management

Portfolio construction emphasizes diversification and disciplined risk management in order to navigate the volatility typically associated with emerging markets investing.

Global Leaders Handbook

2025 Global Leaders Handbook

The global investment environment in 2025 is shaped by historic contrasts: rising geopolitical tension and economic uncertainty sit alongside some of the most transformative innovation and capital expenditure cycles in modern history. While macro risks multiply — from trade fragmentation to interest rate divergence and political volatility — so do the opportunities, notably in AI, infrastructure, and global reindustrialisation.

To support institutional investors navigating this new reality, Global Fund Search presents the 2025 edition of the Global Leaders Handbook. This publication brings together leading managers in listed equity and fixed income, selected based on institutional demand and relevance in current search activity.

Our aim is not to predict the future, but to provide allocators with a structured, comparable view of managers prepared to meet it. In a more uncertain world, discernment matters more than ever.