Strategy

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.