Chartwell Partners has launched the first emerging markets investment product that excludes China as well as Vietnam. The Chartwell Emerging Markets Free Ex China portfolio includes 15 countries from the MSCI Emerging Market index. As proxies for each market, country-specific exchange-traded funds or ETFs are used with all countries equally weighted.
The countries included in this basket are: India, Brazil, Indonesia, South Korea, Taiwan, Chile, Mexico, Peru, Israel, Russia, South Africa, Turkey, Malaysia, Thailand and Columbia.
According to Chartwell president Carl Delfeld, “This portfolio is for advisors and investors who want to capture emerging market growth but are uncomfortable with China’s political system or China risk.” Delfeld went on to comment, “The emerging market story is bigger than any one country.”
Delfeld said that it is also interesting to note that the basket of 15 emerging market country ETFs in the Chartwell Emerging Markets Free Ex China has surprisingly outperformed the MSCI Emerging Market index (EEM) looking back over one and three years excluding any management fees. Over the past year, it is up 105% versus 87.6% for the MSCI Emerging Market index and over the past three years it is up 33.4% versus 20.2% for the MSCI index.
Chartwell Partners is an ETF and emerging markets specialist with offices in Boulder and Colorado Springs. Carl Delfeld is a Forbes Asia columnist and represented the U.S. on the Executive Board of Directors of the Asian Development Bank during the administration of George H.W. Bush after serving as an advisor to the U.S. Congress and U.S. Treasury. He is the author of four books on global investing and publishes Emerging Market Trends through ChartwellETF.com. Delfeld is a frequent speaker and commentator on global and emerging market trends through Forbes, Investor’s Business Daily, CNBC, Barron’s, the Economist, BusinessWeek and the Asian Wall Street Journal. His new book is Red White and Bold: The New American Century.
For more information on the Chartwell Emerging Markets Free Ex China, please contact Carl Delfeld at 877.202.4939 or visit http://www.chartwelladvisor.com.
SOURCE Chartwell Partners
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