Polunin Capital Partners

Emerging Markets Active Fund

Fund Investment Objectives

The Fund invests in and trades, both long and short, in emerging market equities on a global basis. Stock selection is driven by a bottom up approach that focus on companies and industries. Also relies on Replacement cost analysis; an objective stock screening method which identifies market mispricing; Sectors; analysis of pricing trends and demand/supply characteristics to determine sector bias: Macroeconomic analysis; identifies short-term stresses in individual countries. ..