Driehaus Capital Management is an independent boutique investment adviser managing long-only equity and multi-asset alternative strategies.
of institutional investment experience, founded in 1982 by renowned investor Richard H. Driehaus.
Earlier this month, the US Government announced that the Consumer Price Index (CPI) gauge of inflation recorded an 8.6% increase over the last 12 months, the highest level in 40 years. As the specter of inflation moves to a duration beyond ‘temporary’, the Driehaus International Small Cap Growth strategy continues to focus our exposure to sectors best positioned to manage and potentially benefit from rising prices.
This month’s EM perspective piece features thoughts on the Russia-Ukraine war, China and Latin America as well as several key sector contributors and detractors. Please see the full piece for the latest thoughts from the team.