Ansprechpartner Institutionelle Anleger
Henrik Schmidt
Head of Institutional Sales
Telefon: +45 79321112
E-mail: marketing@globalevolution.com
Ansprechpartner Wholsesale Anleger
Henrik Schmidt
Head of Institutional Sales
Telefon: +45 79321112
E-mail: marketing@globalevolution.com
Unternehmen im Überblick
Global Evolution is a specialist emerging and frontier markets investment manager.
Global Evolution was founded in2007 by Morten Bugge and Soren Rump and today manages emerging and frontier markets investments for a wide range of institutional and retail investors globally through pooled funds and segregated accounts.
Between 1995 and 2007, Morten and Soren were responsible for establishing and building the emerging markets asset management businesses for two Danish banks and launching the first public emerging markets fixed income funds in Scandinavia. By the time that they left their employer to establish Global Evolution, Morten and Soren had recruited and managed a team of 12 and had grown assets under management from $100 million to $6.25 billion (including $1 billion in emerging markets equities).
Global Evolution is known for its innovative approach to investing in emerging and frontier markets and is today one of the most widely recognized experts and pioneers in this segment of the market. The firm’s dedicated investment professionals and research analysts have a wide range and depth of experience in emerging and frontier markets. The firm’s founders and core portfolio management team have worked together for more than a decade and benefits from two decades of emerging and frontier markets experience. This experience and team stability is very unique in the field of emerging markets asset management. Global Evolution is a dedicated and independent boutique investment manager majority owned by employees.
It is precisely this focus and expertise, combined with a diversified style, conviction-based active management approach and the company ́s unique proprietary systems for advanced integrated portfolio analysis and risk management that has earned Global Evolution industry recognition and accolades and the greatest recognition and confidence from long-term relationships with investors globally.
Marktposition und Zielkunden
Please refer to the question above.
Allgemeine Investmentphilosophie
We define emerging and frontier markets as economies with a GDP per capita substantially below that of the advanced world. Global Evolution actively invests in emerging and frontier economies where we identify opportunities for high risk-adjusted return. We believe that an emerging markets investment is more than a beta asset class allocation. Our portfolios are diversified and aim to achieve high absolute returns with minimal correlation to other asset classes.
Active management is a key tool for Global Evolution to generate both outperformance and long-term performance. Global Evolution researches and analyses each country seeking to exploit inefficiencies. We invest in opportunities in anticipation of first-mover advantage coupled with what we believe will be attractive risk-return characteristics.
Investmentstrategien
Renten Strategien
| unterkategorie |
|
|---|---|
| Staatsanleihen |
|
| Pfandbriefe |
|
| Unternehmensanleihen |
|
| High Yield Unternehmensanleihen |
|
| Emerging Markets | x |
| Nachrang Anleihen |
|
| ABS |
|
| Inflationsgeschütze Anleihen |
|
| Municipals |
|
| Global Unconstrained |
|
| Aktiv |
x |
| Passiv |
|
| ETF |
|
| Andere |
|
Kompetenz des Hauses bezüglich Renten Strategien
Understanding how our philosophy and our processes set us apart:
Alpha through evolution
Our investment philosophy is driven by a belief that the evolution of industrial capitalism across the globe creates ever new, exciting and less-understood investment opportunities. By focusing on a larger and more diverse country selection in combination with a high conviction, benchmark-agnostic approach we strive to deliver superior alpha through a selection of dynamically improving countries with a high degree of returns per unit of risk.
Positive impact investing
In partnership with our clients, we are committed to leaving a legacy of impact investing, which assists in lifting developing nations out of poverty. We are an active signatory to the UN Principles for Responsible Investment and consideration of environmental, social and governance (ESG) variables are deeply engrained in our investment decision making process.
The total is greater than the sum of the parts
Our systematized collective decision making via the weekly investment committee meeting, overlaid with daily tactical portfolio and risk management changes maximizes returns. The collective ownership culture also promotes high staff retention, with the original team having worked together for more than 20 years.
Close-to-the-market trading culture
Combining portfolio management and trading creates value in terms of timeliness and information advantages especially in the less established markets. The research and trading process is assisted by extensive country visits not least to nurture our local trading and policy maker networks.
Unique information systems
Over many years we have developed and honed proprietary information systems to facilitate fast and thorough comparative research, risk and portfolio analysis across our wide sovereign universe.
Absolute Return Strategien
| unterkategorie |
|
|---|---|
| Aktien long/short |
|
| Aktien marktneutral |
|
| Renten |
x |
| Credit |
|
| Wandelanleihen |
|
| Rohstoffe |
|
| Volatilität |
|
| Multi Strategie |
|
| Multi Asset |
|
| Andere |
|
Kompetenz des Hauses bezüglich Absolute Return Strategien
Understanding how our philosophy and our processes set us apart:
Alpha through evolution
Our investment philosophy is driven by a belief that the evolution of industrial capitalism across the globe creates ever new, exciting and less-understood investment opportunities. By focusing on a larger and more diverse country selection in combination with a high conviction, benchmark-agnostic approach we strive to deliver superior alpha through a selection of dynamically improving countries with a high degree of returns per unit of risk.
Positive impact investing
In partnership with our clients, we are committed to leaving a legacy of impact investing, which assists in lifting developing nations out of poverty. We are an active signatory to the UN Principles for Responsible Investment and consideration of environmental, social and governance (ESG) variables are deeply engrained in our investment decision making process.
The total is greater than the sum of the parts
Our systematized collective decision making via the weekly investment committee meeting, overlaid with daily tactical portfolio and risk management changes maximizes returns. The collective ownership culture also promotes high staff retention, with the original team having worked together for more than 20 years.
Close-to-the-market trading culture
Combining portfolio management and trading creates value in terms of timeliness and information advantages especially in the less established markets. The research and trading process is assisted by extensive country visits not least to nurture our local trading and policy maker networks.
Unique information systems
Over many years we have developed and honed proprietary information systems to facilitate fast and thorough comparative research, risk and portfolio analysis across our wide sovereign universe.
Emerging Market Strategien
| unterkategorie |
|
|---|---|
| Aktien |
|
| Renten - Staatsanleihen |
x |
| Renten - Unternehmensanleihen |
|
| Renten - Hard Currency |
x |
| Renten - Local Currency |
x |
| Renten - unconstrained |
x |
| Wandelanleihen |
|
| Gemischt - Aktien + Renten |
|
| Andere |
|
Kompetenz des Hauses bezüglich Emerging Market Strategien
Understanding how our philosophy and our processes set us apart:
Alpha through evolution
Our investment philosophy is driven by a belief that the evolution of industrial capitalism across the globe creates ever new, exciting and less-understood investment opportunities. By focusing on a larger and more diverse country selection in combination with a high conviction, benchmark-agnostic approach we strive to deliver superior alpha through a selection of dynamically improving countries with a high degree of returns per unit of risk.
Positive impact investing
In partnership with our clients, we are committed to leaving a legacy of impact investing, which assists in lifting developing nations out of poverty. We are an active signatory to the UN Principles for Responsible Investment and consideration of environmental, social and governance (ESG) variables are deeply engrained in our investment decision making process.
The total is greater than the sum of the parts
Our systematized collective decision making via the weekly investment committee meeting, overlaid with daily tactical portfolio and risk management changes maximizes returns. The collective ownership culture also promotes high staff retention, with the original team having worked together for more than 20 years.
Close-to-the-market trading culture
Combining portfolio management and trading creates value in terms of timeliness and information advantages especially in the less established markets. The research and trading process is assisted by extensive country visits not least to nurture our local trading and policy maker networks.
Unique information systems
Over many years we have developed and honed proprietary information systems to facilitate fast and thorough comparative research, risk and portfolio analysis across our wide sovereign universe.ESG (Nachhaltigkeit) Strategien
| unterkategorie / ausprägung |
|
|---|---|
| Aktien |
|
| Renten | x |
| Wandelanleihen |
|
| Immobilien |
|
| Multi Asset |
|
| Engagement |
|
Kompetenz des Hauses bezüglich ESG (Nachhaltigkeit) Strategien
Understanding how our philosophy and our processes set us apart:
Alpha through evolution
Our investment philosophy is driven by a belief that the evolution of industrial capitalism across the globe creates ever new, exciting and less-understood investment opportunities. By focusing on a larger and more diverse country selection in combination with a high conviction, benchmark-agnostic approach we strive to deliver superior alpha through a selection of dynamically improving countries with a high degree of returns per unit of risk.
Positive impact investing
In partnership with our clients, we are committed to leaving a legacy of impact investing, which assists in lifting developing nations out of poverty. We are an active signatory to the UN Principles for Responsible Investment and consideration of environmental, social and governance (ESG) variables are deeply engrained in our investment decision making process.
The total is greater than the sum of the parts
Our systematized collective decision making via the weekly investment committee meeting, overlaid with daily tactical portfolio and risk management changes maximizes returns. The collective ownership culture also promotes high staff retention, with the original team having worked together for more than 20 years.
Close-to-the-market trading culture
Combining portfolio management and trading creates value in terms of timeliness and information advantages especially in the less established markets. The research and trading process is assisted by extensive country visits not least to nurture our local trading and policy maker networks.
Unique information systems
Over many years we have developed and honed proprietary information systems to facilitate fast and thorough comparative research, risk and portfolio analysis across our wide sovereign universe.