Over the past two years, London-based Charlemagne Capital has shifted its focus from emerging European investments to global emerging markets. This broadening investment strategy has helped Charlemagne increase its total assets under management from $500 million to $2 billion. Its most recent launch, the OCCO Global Emerging Markets fund, aims to pinpoint equity market inefficiencies and then aggressively back the fund’s trade ideas.
Julian Mayo, an investment director at Charlemagne, says t
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