Profiles of the leading emerging markets investors

Emerging markets: Fund managers do battle in commodity minefield

Emerging markets: Fund managers do battle in commodity minefield
Emerging markets: Fund stars ride out the storm

Aberdeen, Mark Gordon-James, investment manager
Aberdeen, Mark Gordon-James, investment manager
Devan Kaloo runs global emerging markets at Aberdeen. Investment fund manager Mark Gordon-James, works with Kaloo. The portfolio picks are driven by bottom-up fundamentals. The portfolio turnover has increased 10% in recent months but certain defensive themes continue to run through the fund.
Aberdeen Emerging Markets Fund (January 31 2009)
Fund size £436.6 million, 64 holdings
Sector overweights financials (25%), consumer staples (13.2%),

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