Axiom Emerging Markets Equity Strategy celebrates its 10-year track record

Axiom Investors celebrates the 10-year anniversary of the Axiom Emerging Markets Equity Strategy. The Strategy is led by Christopher Lively, CFA, with Donald Elefson, CFA and José Gerardo Morales, CFA serving as co-portfolio managers.


The depth and breadth of the Strategy’s portfolio management team has been a key component to successfully managing portfolios on behalf of the firm’s clients. Chris, Don, and José average 32 years of industry experience, the majority of which was spent covering and investing in the emerging markets. Axiom Investors collectively managed $6.3 billion in dedicated emerging market assets as of September 30, 2017, and has been investing in emerging market stocks for over 20 years using Axiom Investors’ firm-wide investment philosophy and process. As of September 30, 2017, the Axiom Emerging Markets Equity Strategy outperformed the MSCI Emerging Markets Index (net) by 3.98% on a 10 year basis.

“Our entire team strives to help our clients meet and exceed their expectations through strong returns and client service,” said Kurt Polk, Axiom Investors’ president. He added, “50 percent of our clients have been invested with the firm for five or more years, and over 30 percent have partnered with the firm in the last three years. Axiom Investors is a growing, vibrant firm dedicated to client success.” Axiom Investors welcomes inquiries which can be directed to any of the firm’s Client Service and Marketing team members or to [email protected].

As of 09/30/17. Please see Investment Disclosures for important information regarding Axiom products and strategies.
Past performance is no guarantee of future results.