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Developing Strength in Developing Markets |
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Author: Ticker Magazine
123jump.com
Last Update: 10:10 AM EST February 22 2007
Click here to view the detailed PDF version
 Shuxin (Steve) Cao |
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“If the core of your portfolio consists of
attractively valued companies that are selffinanced, highly cash generative, with strong balance sheets and dominant franchises, then a large portion of the risk
is addressed. ”
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 Borge Endresen |
| AIM Developing Markets Fund |
AIM Developing Markets Fund managers Steve Cao and Borge Endresen believe emerging
markets fundamentals have dramatically improved. That’s why they are comfortable with a growth-style investment process that emphasizes bottom-up stock selection. Volatility is not a thing of the past, but long-term investors may be amply rewarded for enduring that volatility. With low correlation to the U.S. market, the fund may provide a diversification benefit to the
U.S. investor. |
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