GENESIS ASSET Overview

Genesis Asset Managers Llp is an investment advisor that manages 35 BN dollars in regulatory AUM and has 74 employees, of which 12 perform investment advisory functions.

The manager's has disclosed holdings from 06/30/04 to 06/30/19. The fund's latest filing disclosed 4BN in positions, representing 10% of the manager's regulatory AUM.

GENESIS ASSET StockAlpha

-6.9%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

GENESIS ASSET Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
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FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

GENESIS ASSET Founders and Key Employees

Name Title In Position Since
Karen L. Yerburgh Chief Executive Officer / Partner / Principal / Operating Committee Member June-2004
Martyn Ryan Principal / Partner / Operating Committee Member June-2004
Andrew Elder Principal / Partner June-2004
Eugeni Kuznetsov Principal / Partner June-2004
Catherine J. Vlasto Principal / Partner June-2004
Paul Ballantyne Principal / Partner June-2004
Arindam Bhattacharjee Principal / Partner October-2009
David De Sousa Seaman Principal / Partner July-2010
Yiyong Yang Principal / Partner July-2010
Christopher Ellyatt Managing Director / Partner / Principal / Chief Compliance Officer November-2011
Karen Roydon Principal / Partner July-2012
Mel G. Carvill Operating Committee Member June-2004
Peter J. Hames Operating Committee Member June-2012
Stephen Birkett Operating Committee Member June-2004
John Hallam Operating Committee Member September-2004
Mark Huntley Operating Committee Member May-2007
Robert Shillinglaw Finance Director July-2014
Robert G. Bricout Chief Legal Officer March-2015
Jens P. Moller-Butcher Chief Operating Officer January-2015

GENESIS ASSET Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Administrator Pro
Administrator Pro
Administrator Pro
Administrator Pro
Administrator Pro
Auditor Pro
Auditor Pro
Auditor Pro
Auditor Pro
Custodian Pro
Custodian Pro
Custodian Pro

GENESIS ASSET Investment Strategy

Item 8 – Methods of Analysis, Investment Strategies, and Risk of Loss

Strategy Overview

The Firm is a discretionary asset management firm specializing in emerging market equities. The majority of client portfolios consist of global emerging market equities although the Firm has some specialist investment vehicles which focus on a country, region or small cap emerging market equities.

The Firm uses a pure bottom-up investment approach and we follow a stock-picking investment philosophy. All client portfolios are managed on a team basis: responsibility for all client portfolios is shared amongst the Investment Team with each member of the team having accountability for their own stocks. We have a long-term investment horizon. Our primary emphasis is on the analysis and interpretation of information from individual companies operating in emerging markets, thus the vast majority of the Investment Team’s time is spent on security selection.

In...
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GENESIS ASSET Portfolio Concentration

GENESIS ASSET Location

HERITAGE HALL, LE MARCHANT STREET
ST. PETER PORT
GUERNSEY, CHANNEL ISLANDS, OTHER, GY1 4HY

GENESIS ASSET Contact Information

Phone Number: +44 1481 716 000
Fax Number: +44 1481 730 617
Website:

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