Portfolio Manager of the Driehaus Event Driven Fund, Yoav Sharon goes on Asset TV to share his thoughts on the advantages of having an event driven fund in traditional asset allocation and what makes the Driehaus Event Driven Fund different from other event driven strategies.
Over the past three years, there has been no subject we are asked about more frequently than China. To oversimplify, in 2019 and most of 2020, the majority of those questions were about whether the rest of emerging markets countries were still worth investing in given how obviously more attractive the outlook was in China. Between January 2019 and the fourth quarter of 2020, China had outperformed the rest of EM by over 20% and was up 43% on a total return basis, so the enthusiasm made sense.
Featured Commentary
The Role of Event Driven Strategies
By Yoav Sharon
Portfolio Manager of the Driehaus Event Driven Fund, Yoav Sharon goes on Asset TV to share his thoughts on the advantages of having an event driven fund in traditional asset allocation and what makes the Driehaus Event Driven Fund different from other event driven strategies.
Driehaus Emerging Markets Growth Fund June 2022 Commentary with Attribution
By Emerging Markets
Over the past three years, there has been no subject we are asked about more frequently than China. To oversimplify, in 2019 and most of 2020, the majority of those questions were about whether the rest of emerging markets countries were still worth investing in given how obviously more attractive the outlook was in China. Between January 2019 and the fourth quarter of 2020, China had outperformed the rest of EM by over 20% and was up 43% on a total return basis, so the enthusiasm made sense.