Equities Introducing your Emerging Markets team

We are delighted to introduce our highly experienced emerging markets team, who currently manage over $17.1bn* for our clients.

Investment principles & approach

Co-heads Ian Hargreaves and Will Lam have 53 years of industry experience between them, 49 of those working together at Invesco. They are supported by 11 other expert investors and analysts, all working to a clearly defined and proven strategy.

The team brings deep expertise across Asia, emerging markets, and innovative sectors such as Metaverse and AI, delivering high-conviction solutions tailored to clients’ evolving needs.

Their investment philosophy is based on managing a highly active portfolio of approximately 70 stocks, diversified across countries and sectors, using 4 key principles:

A contrarian approach, seeking bottom-up ideas in unloved parts of the market
A focus on valuation, with a belief that the most repeatable way to make money is to buy companies for less than they are really worth
A 3-5 year time horizon
A preference for conservative balance sheets

Asian & Emerging Markets equity

Join William Lam and Ian Hargreaves as they discuss the Asian & Emerging Markets equity team’s expertise, investment philosophy, and the significance of team culture.