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DGS - What's Behind This Active Emerging Market Portfolio's Outperformance
WisdomTree Emerging Market SmallCap Fund
2024-03-08 02:30:00 ET
Summary
Two common inquiries from clients regarding an emerging markets portfolio are the appropriate weight for China and the extent of currency hedging required.
The under-weight position in China in 2023 benefited EMMF, as it outperformed the benchmark by approximately 14%.
We believe that over the long run, factor investing in both equity and currency will yield returns, and a moderate weight in China is appealing to investors concerned about geopolitical risk.