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Searching For Strength: EM Downturn Brings Fundamentals To The Forefront

By Steve Cao

In 2014, emerging market stocks posted a loss of 4.6%, capped off by the fourth quarter's loss of 4.9%.1 This underperformance was driven by deterioration in the macro economy, as well as a poor corporate earnings trend. As bottom-up investors, however, my team looks past these macro trends and focuses on finding high-quality growth companies that are trading at attractive valuations (a process we call Earnings, Quality, Valuation - or…