Despite a turbulent quarter in emerging markets, we continue to note an improving backdrop for stock selection and rising macro dispersion. This month’s commentary examines contributors and detractors from Q2 performance, as well as recent portfolio shifts, in greater detail.
Featured Commentary
Driehaus Emerging Markets Growth Q2-19 Commentary and Attribution
By Emerging Markets
Performance review with contributors, detractors and portfolio details.
Driehaus Emerging Markets Small Cap Growth June 2019 Commentary and Attribution
By Chad Cleaver, CFA
Despite a turbulent quarter in emerging markets, we continue to note an improving backdrop for stock selection and rising macro dispersion. This month’s commentary examines contributors and detractors from Q2 performance, as well as recent portfolio shifts, in greater detail.