Abaris Emerging Markets Equity (UCITS V)

Investment Philosophy

Our investment philosophy is based on the compelling logic that equity returns of individual companies always follow their fundamental value creation in the long-term. Hence, positive Fundamental Returns (value creation) are the single most important determinant of long-term investment success.

Fund Description

Abaris Emerging Markets Equity is an offensive investment solution to generate extraordinary long-term equity returns. The fund invests in a diversified portfolio of high growth companies in emerging markets with focus on high growth technology and biotechnology companies as well as on quality growth companies from defensive sectors.

The fund invests free from any benchmark and market cap orientation.

How the Fund is Different

  • Long-term investment success based on a compelling logic
  • Fundamentally different stock selection process based on the Abaris Fundamental Return Concept
  • Focus on emerging markets companies with superior Fundamental Return growth of >30% p.a. throughout the economic cycle
  • Investments in equities listed in beneficial owner markets such as India
  • Little overlap with other active or passive emerging markets funds (focus on small cap tech and biotech companies)
  • Investments in companies overproportionally benefitting from mega trends (“pure plays”) with long runway for growth

Key Fund Characteristics


Superior Returns

Expected Long-Term Return

20-30% p.a.


High Volatility, >30% p.a.

Market Capitalization Focus

All Caps, Focus SMID-Caps

Equity Positions

30-70 Equities
(Investment Universe: >2,000 Equities)

Sector Allocation

  • Defensive Sectors
  • Biotechnology Sector
  • Technology Sector

Portfolio Construction

  • 90-100% Equities
  • Ø 20-30% Hedge

> 7 Years


The portfolio companies in the Abaris Emerging Markets Equity fund currently benefit from megatrends, such as:


Genomic Services

Cloud Computing



Digital Payment Services

Share Classes

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* Ranges and average numbers serve as indications and shall not be interpreted as hard investment limits.

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