Given our geographic reach and cross-border expertise, we look to take advantage of the various macroeconomic factors that drive change globally. Our Emerging Markets business is built on the principle that investing alongside a team that we know and trust in a geography where we have a positive macroeconomic view, could deliver outsized investment gains.
Listed below are a few criteria on how we screen investments:
- Take a macroeconomic view on a geography based on a multiple of factors such as region demographics, natural resources, geopolitical environment etc. in forming an investment philosophy for the region
- Ability to partner with a team that we know and trust and who share our investment philosophy
Select investments in this area include:
Following the final close of the Papua New Guinea Opportunities Fund, Compass is evaluating other emerging market fund opportunities.