Thematic opportunities in emerging markets

RBC's Laurence Bensafi's long-term approach favours companies with social and corporate governance strengths.

Diana Cawfield 10 August, 2017 | 5:00PM

Thematic plays, focused on sustainable companies, mark the investment strategy of Laurence Bensafi, deputy head of emerging markets equities at RBC Global Asset Management (UK) Ltd.

"Sustainability over the next five to 10 to 15 years is really key," says Bensafi. "So we really like management that we can trust, a business with a strong franchise, a strong market share, a company that plans for the future." That long-term approach favours environmentally-sensitive companies with social and corporate governance strengths.

Bensafi is one of eight portfolio managers that contribute to RBC Emerging Markets Equity Class A, led by Philippe Langham. Characteristically, a select choice of approximately 50 quality businesses with growth opportunities drives the Morningstar 5-star rated fund.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar Rating
Alibaba Group Holding Ltd ADR266.54 USD-0.14

About Author

Diana Cawfield

Diana Cawfield  Diana Cawfield is an award-winning writer who has been a regular Morningstar contributor since 2000. Her numerous publication credits include the Toronto StarAdvisor's Edge and Chatelaine, as well as the Canadian Securities Institute's online educational services.

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