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Macquarie Asset Management Expands Flagship Emerging Markets Equity Platform With New ETF

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Macquarie Asset Management has launched the Macquarie Focused Emerging Markets Equity ETF (EMEQ) on the Nasdaq Stock Market. This actively managed ETF is overseen by the firm's Emerging Markets Equity Team, led by Liu-Er Chen, CFA. The team manages $US8.3 billion in assets and aims to combine secular growth opportunities, high-conviction stock selection, and valuation discipline for strong long-term returns.

EMEQ will invest in a portfolio of 35-60 stocks of competitively advantaged companies positioned to capture long-term growth in emerging markets. This launch expands Macquarie's ETF offerings, following the introduction of three active ETFs in November 2023 and another in May 2024, addressing growing investor demand for fundamental, active solutions in the ETF market.

Macquarie Asset Management ha lanciato il Macquarie Focused Emerging Markets Equity ETF (EMEQ) sul Nasdaq Stock Market. Questo ETF gestito attivamente è supervisionato dal team di azioni dei mercati emergenti dell'azienda, guidato da Liu-Er Chen, CFA. Il team gestisce 8,3 miliardi di dollari USA in asset e mira a combinare opportunità di crescita secolare, selezione di azioni ad alta convinzione e disciplina di valutazione per ottenere forti ritorni a lungo termine.

EMEQ investirà in un portafoglio di 35-60 azioni di aziende con vantaggi competitivi posizionate per catturare la crescita a lungo termine nei mercati emergenti. Questo lancio espande l'offerta di ETF di Macquarie, dopo l'introduzione di tre ETF attivi nel novembre 2023 e un altro a maggio 2024, in risposta alla crescente domanda degli investitori per soluzioni fondamentali e attive nel mercato degli ETF.

Macquarie Asset Management ha lanzado el Macquarie Focused Emerging Markets Equity ETF (EMEQ) en el Nasdaq Stock Market. Este ETF gestionado activamente está supervisado por el equipo de acciones de mercados emergentes de la firma, liderado por Liu-Er Chen, CFA. El equipo gestiona 8,3 mil millones de dólares estadounidenses en activos y busca combinar oportunidades de crecimiento secular, selección de acciones con alta convicción y disciplina de valoración para obtener sólidos retornos a largo plazo.

EMEQ invertirá en un portafolio de 35-60 acciones de empresas con ventajas competitivas posicionadas para capturar el crecimiento a largo plazo en los mercados emergentes. Este lanzamiento amplía la oferta de ETFs de Macquarie, después de la introducción de tres ETFs activos en noviembre de 2023 y otro en mayo de 2024, respondiendo a la creciente demanda de los inversores por soluciones fundamentales y activas en el mercado de ETFs.

맥쿼리 자산 관리가 나스닥 주식 시장에서 맥쿼리 포커스드 신흥 시장 주식 ETF(EMEQ)를 출시했습니다. 이 적극적으로 관리되는 ETF는 리우에르 첸 CFA가 이끄는 회사의 신흥 시장 주식 팀에 의해 관리됩니다. 이 팀은 83억 달러의 자산을 관리하며, 강력한 장기 수익을 위해 세속적 성장 기회, 높은 확신의 주식 선정, 그리고 가치 평가의 규율을 결합하는 것을 목표로 합니다.

EMEQ는 신흥 시장에서 장기 성장을 포착할 수 있도록 경쟁우위를 가진 기업의 35-60주 포트폴리오에 투자할 것입니다. 이 출시로 맥쿼리의 ETF 제공이 확장되며, 2023년 11월에 3개의 적극적 ETF와 2024년 5월에 또 다른 ETF가 도입되어 ETF 시장에서 기본적이고 적극적인 솔루션에 대한 투자자 수요 증가에 대응합니다.

Macquarie Asset Management a lancé le Macquarie Focused Emerging Markets Equity ETF (EMEQ) sur le marché boursier Nasdaq. Cet ETF géré activement est supervisé par l'équipe des actions des marchés émergents de la société, dirigée par Liu-Er Chen, CFA. L'équipe gère 8,3 milliards USD d'actifs et vise à combiner des opportunités de croissance séculaire, une sélection d'actions à forte conviction et une discipline de valorisation pour obtenir de solides rendements à long terme.

EMEQ investira dans un portefeuille de 35-60 actions d'entreprises avantageuses sur le plan concurrentiel, positionnées pour saisir la croissance à long terme sur les marchés émergents. Ce lancement élargit l'offre d'ETF de Macquarie, suite à l'introduction de trois ETF actifs en novembre 2023 et un autre en mai 2024, en réponse à la demande croissante des investisseurs pour des solutions fondamentales et actives sur le marché des ETF.

Macquarie Asset Management hat den Macquarie Focused Emerging Markets Equity ETF (EMEQ) an der Nasdaq-Börse gestartet. Dieser aktiv verwaltete ETF wird vom Emerging Markets Equity Team des Unternehmens unter der Leitung von Liu-Er Chen, CFA, betreut. Das Team verwaltet 8,3 Milliarden US-Dollar an Vermögenswerten und zielt darauf ab, säkulare Wachstumschancen, eine hohe Überzeugung bei der Aktienauswahl und Bewertungsdisziplin für starke langfristige Renditen zu kombinieren.

EMEQ wird in ein Portfolio von 35-60 Aktien von wettbewerbsfähigen Unternehmen investieren, die in der Lage sind, langfristiges Wachstum in den Schwellenländern zu erfassen. Dieser Launch erweitert das ETF-Angebot von Macquarie, nach der Einführung von drei aktiven ETFs im November 2023 und einem weiteren im Mai 2024, um der wachsenden Nachfrage der Anleger nach fundamentalen, aktiven Lösungen im ETF-Markt gerecht zu werden.

Positive
  • Launch of new ETF (EMEQ) expands Macquarie's product offerings
  • Experienced Emerging Markets Equity Team managing $US8.3 billion in assets
  • Actively managed portfolio targeting 35-60 high-conviction stocks
  • Addresses growing investor demand for fundamental, active ETF solutions
Negative
  • None.

PHILADELPHIA--(BUSINESS WIRE)-- Macquarie Asset Management today announced the launch of Macquarie Focused Emerging Markets Equity ETF (EMEQ), which began trading on the Nasdaq Stock Market today. The new exchange-traded fund (ETF) is managed by the firm’s Emerging Markets Equity Team, led by Liu-Er Chen, CFA. The experienced team, with $US8.3 billion in assets under management, has applied its investment philosophy consistently for more than two decades and believes that the combination of secular growth opportunities, high-conviction stock selection, and valuation discipline can provide the foundation for strong long-term investment returns.

“By adding EMEQ to our platform, we’re excited to bring the expertise of our Emerging Markets Equity Team to the ETF market,” said Anthony Caruso, Head of ETF Strategy, Macquarie Asset Management. “This new offering also addresses the growing investor demand for fundamental, active solutions in a more nascent category within the ETF market.”

The actively managed portfolio of 35-60 stocks seeks to invest in competitively advantaged companies that are well positioned to capture long-term secular growth opportunities in emerging markets. “The approach is grounded in bottom-up, fundamental analysis of individual companies, placed in the context of evolving secular trends in the global economy,” said Linda Bakhshian, Deputy Chief Investment Officer of Equities & Multi-Asset, Macquarie Asset Management. “We believe the team’s time-tested investment approach, which analyzes structural changes to identify companies that are well positioned across the value chain, can generate superior returns for our investors.”

In November 2023, Macquarie Asset Management launched its first three active ETFs in the US – Macquarie Global Listed Infrastructure ETF (BILD), Macquarie Energy Transition ETF (PWER), and Macquarie Tax-Free USA Short Term ETF (STAX) – followed by Macquarie Focused Large Growth ETF (LRGG), the firm’s fourth ETF, in May 2024.

To learn more about Macquarie Asset Management’s global ETF platform, click here.

About Macquarie Asset Management

Macquarie Asset Management is a global asset manager, integrated across public and private markets. Trusted by institutions, governments, foundations and individuals to manage approximately $US610 billion in assets, we provide a diverse range of investment solutions including real assets, real estate, credit and equities & multi-asset.

Macquarie Asset Management is part of Macquarie Group, a diversified financial group providing clients with asset management, finance, banking, advisory, and risk and capital solutions across debt, equity and commodities. Founded in 1969, Macquarie Group employs approximately 20,600+ in 34 markets and is listed on the Australian Securities Exchange.

Disclosures

All figures as of June 30, 2024.

Investing in any exchange-traded fund involves the risk that you may lose part or all of the money you invest.

Carefully consider the Fund's investment objectives, risk factors, and charges and expenses before investing. This and other information can be found in the Fund's prospectus or the summary prospectus, which may be obtained by visiting the Macquarie ETF Trust website at etf.macquarie.com or calling 844 469-9911. Read the prospectus carefully before investing.

The Macquarie ETF Trust Funds are distributed by Foreside Financial Services, LLC. Foreside Financial Services, LLC is not affiliated with any Macquarie entity, including Macquarie Asset Management and Delaware Distributors, L.P.

Investing in any exchange-traded fund involves the risk that you may lose part or all of the money you invest. Over time, the value of your investment in the Fund will increase and decrease according to changes in the value of the securities in the Fund’s portfolio. An investment in the Fund may not be appropriate for all investors. The Fund’s principal risks include but are not limited to the following:

Market risk is the risk that all or a majority of the securities in a certain market - such as the stock or bond market - will decline in value because of factors such as adverse political or economic conditions, future expectations, investor confidence, or heavy institutional selling.

Foreign and emerging markets risk is the risk that international investing (particularly in emerging markets) may be adversely affected by political instability; changes in currency exchange rates; inefficient markets and higher transaction costs; foreign economic conditions; the imposition of economic or trade sanctions; or inadequate or different regulatory and accounting standards. The risk associated with international investing will be greater in emerging markets than in more developed foreign markets because, among other things, emerging markets may have less stable political and economic environments. In addition, there often is substantially less publicly available information about issuers and such information tends to be of a lesser quality. Economic markets and structures tend to be less mature and diverse and the securities markets may also be smaller, less liquid, and subject to greater price volatility.

Company size risk is the risk that investments in small- and/or medium-sized companies may be more volatile than those of larger companies because of limited financial resources or dependence on narrow product lines.

Liquidity risk is the possibility that investments cannot be readily sold within seven calendar days at approximately the price at which a fund has valued them.

Industry and sector risk is the risk that the value of securities in a particular industry or sector (such as the infrastructure industry) will decline because of changing expectations for the performance of that industry or sector.

Government and regulatory risk is the risk that governments or regulatory authorities may take actions that could adversely affect various sectors of the securities markets and affect fund performance.

Geographic focus risk is the risk that local political and economic conditions could adversely affect the performance of a fund investing a substantial amount of assets in securities of issuers located in a single country or a limited number of countries. Adverse events in any one country within the Asia-Pacific region may impact the other countries in the region or Asia as a whole. As a result, adverse events in the region will generally have a greater effect on the Fund than if the Fund were more geographically diversified, which could result in greater volatility in the Fund’s net asset value and losses. Markets in the greater China region can experience significant volatility due to social, economic, regulatory, and political uncertainties.

Limited number of securities risk is the possibility that a single security’s increase or decrease in value may have a greater impact on a fund’s value and total return because the fund may hold larger positions in fewer securities than other funds. In addition, a fund that holds a limited number of securities may be more volatile than those funds that hold a greater number of securities.

Growth stocks reflect projections of future earnings and revenue. These prices may rise or fall dramatically depending on whether those projections are met. These companies’ stock prices may be more volatile, particularly over the short term.

A nondiversified fund has the flexibility to invest as much as 50% of its assets in as few as two issuers with no single issuer accounting for more than 25% of the fund. The remaining 50% of its assets must be diversified so that no more than 5% of its assets are invested in the securities of a single issuer. Because a nondiversified fund may invest its assets in fewer issuers, the value of its shares may increase or decrease more rapidly than if it were fully diversified.

Nothing presented should be construed as a recommendation to purchase or sell any security or follow any investment technique or strategy.

All third-party marks cited are the property of their respective owners.

Not FDIC Insured • No Bank Guarantee • May Lose Value

Macquarie Asset Management (MAM) is the asset management division of Macquarie Group. MAM is an integrated asset manager across public and private markets offering a diverse range of capabilities, including real assets, real estate, credit, equities and multi-asset solutions. Macquarie Group refers to Macquarie Group Limited and its subsidiaries and affiliates worldwide. Macquarie ETF Trust Funds refers to certain exchange-traded fund investment solutions that MAM offers and or advises. Investment advisory services are provided to the Macquarie ETF Trust Funds by Delaware Management Company, a series of Macquarie Investment Management Business Trust (MIMBT), a Securities and Exchange Commission (SEC) registered investment adviser. The Macquarie ETF Trust funds are distributed by Foreside Financial Services, LLC, a registered broker/dealer and member of the Financial Industry Regulatory Authority (FINRA).

Other than Macquarie Bank Limited ABN 46 008 583 542 (“Macquarie Bank”), any Macquarie Group entity noted in this document is not an authorized deposit-taking institution for the purposes of the Banking Act 1959 (Commonwealth of Australia). The obligations of these other Macquarie Group entities do not represent deposits or other liabilities of Macquarie Bank. Macquarie Bank does not guarantee or otherwise provide assurance in respect of the obligations of these other Macquarie Group entities. In addition, if this document relates to an investment, (a) the investor is subject to investment risk including possible delays in repayment and loss of income and principal invested and (b) none of Macquarie Bank or any other Macquarie Group entity guarantees any particular rate of return on or the performance of the investment, nor do they guarantee repayment of capital in respect of the investment.

© 2024 Macquarie Management Holdings, Inc.

Lee Lubarsky

lee.lubarsky@macquarie.com

+1-347-302-3000

Source: Macquarie Asset Management

FAQ

What is the ticker symbol for Macquarie's new Emerging Markets Equity ETF?

The ticker symbol for Macquarie's new Emerging Markets Equity ETF is EMEQ.

How many stocks will the EMEQ ETF typically hold in its portfolio?

The EMEQ ETF will typically hold between 35-60 stocks in its portfolio.

Who leads the Emerging Markets Equity Team managing the EMEQ ETF?

The Emerging Markets Equity Team managing the EMEQ ETF is led by Liu-Er Chen, CFA.

How much assets under management does Macquarie's Emerging Markets Equity Team have?

Macquarie's Emerging Markets Equity Team has $US8.3 billion in assets under management.

Macquarie Focused Emerging Markets Equity ETF

NASDAQ:EMEQ

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