The international and emerging-markets asset classes are vast and dynamic. We believe that a focus on high-quality, growing businesses will enable us to manage risk and identify the most promising opportunities for our clients.
ACWI ex USA
Invests in emerging and developed markets, excluding the United States, focusing exclusively on up to 70 high-quality businesses that trade at a discount to our assessment of their intrinsic value.
Inception
December 31, 2018
Average Market Capitalization
$137.43B
Benchmark
MSCI ACWI ex USA Index
Available Investment Vehicles
Separately Managed Account
Lead Portfolio Manager
Ronald Holt, CFA
Portfolio Manager
25 Years Experience
Ron is portfolio manager of the following Channing Global’s strategies: International Developed, ACWI ex USA, and Global Equity. He has more than 25 years of experience in the investment industry as an executive, portfolio manager, and investment analyst. Prior to joining Channing Global Advisors, he founded PREMIS Capital Partners, where he served as President, CEO, & Chief Investment Officer. Ron joined Hansberger Global Investors in 1997, initially as an analyst covering several industries and regions and subsequently, as portfolio manager and Director of Research of the firm’s Value strategy. Ron started his career at Merrill Lynch in 1991. He holds a Master of Business Administration from New York University and a Bachelor of Arts in Economics from Columbia University. He is a member of the Board of Trustees of Mount Olive Gardens, the low-cost non-profit housing affiliate of the New Mount Olive Baptist Church of Ft. Lauderdale. Ron is a CFA charterholder.
Global Equity
Invests in the developed markets including the United States, and in the emerging markets, focusing exclusively on up to 50 high-quality businesses that trade at a discount to our assessment of their intrinsic value.
Inception
April 30, 2015
Average Market Capitalization
$597.90B
Benchmark
MSCI ACWI Index
Available Investment Vehicles
Separately Managed Account, Private Fund
Lead Portfolio Manager
Ronald Holt, CFA
Portfolio Manager
25 Years Experience
Ron is portfolio manager of the following Channing Global’s strategies: International Developed, ACWI ex USA, and Global Equity. He has more than 25 years of experience in the investment industry as an executive, portfolio manager, and investment analyst. Prior to joining Channing Global Advisors, he founded PREMIS Capital Partners, where he served as President, CEO, & Chief Investment Officer. Ron joined Hansberger Global Investors in 1997, initially as an analyst covering several industries and regions and subsequently, as portfolio manager and Director of Research of the firm’s Value strategy. Ron started his career at Merrill Lynch in 1991. He holds a Master of Business Administration from New York University and a Bachelor of Arts in Economics from Columbia University. He is a member of the Board of Trustees of Mount Olive Gardens, the low-cost non-profit housing affiliate of the New Mount Olive Baptist Church of Ft. Lauderdale. Ron is a CFA charterholder.
International Developed
Employs a fundamental, bottoms-up approach to investing in up to 60 companies, generally in the MSCI EAFE Index.
Inception
April 13, 2018
Average Market Capitalization
$109.99B
Benchmark
MSCI EAFE Index
Available Investment Vehicles
Separately Managed Account
Lead Portfolio Manager
Ronald Holt, CFA
Portfolio Manager
25 Years Experience
Ron is portfolio manager of the following Channing Global’s strategies: International Developed, ACWI ex USA, and Global Equity. He has more than 25 years of experience in the investment industry as an executive, portfolio manager, and investment analyst. Prior to joining Channing Global Advisors, he founded PREMIS Capital Partners, where he served as President, CEO, & Chief Investment Officer. Ron joined Hansberger Global Investors in 1997, initially as an analyst covering several industries and regions and subsequently, as portfolio manager and Director of Research of the firm’s Value strategy. Ron started his career at Merrill Lynch in 1991. He holds a Master of Business Administration from New York University and a Bachelor of Arts in Economics from Columbia University. He is a member of the Board of Trustees of Mount Olive Gardens, the low-cost non-profit housing affiliate of the New Mount Olive Baptist Church of Ft. Lauderdale. Ron is a CFA charterholder.
Emerging Markets All Cap
Employs a thematic growth approach, focusing on up to 70 high-quality, growing companies in developing economies across market capitalizations.
Inception
July 31, 2018
Average Market Capitalization
$115.12B
Benchmark
MSCI Emerging Markets Index
Available Investment Vehicles
Separately Managed Account, Private Fund
Lead Portfolio Manager
Josephine Jimenez, CFA
Chief Investment Officer; Portfolio Manager
Josephine is a founder and Managing Member of Channing Global Advisors. She is the firm’s Chief Investment Officer and portfolio manager of its Thematic Growth Strategies: Emerging Markets All Cap and EM Small Cap. She managed commingled trusts and mutual funds at her previous positions and has a track record of managing EM assets for institutional and retail investors that spans over two decades. Prior to co-founding Channing Global, she worked at The Rock Creek Group and preceding that, founded Victoria 1522 Investments and served as its CEO, Chief Investment Officer, and portfolio manager. Before establishing that firm, she was Managing Director and senior portfolio manager at Montgomery Asset Management for 12 years, where she launched and managed emerging markets strategies. After the sale of that firm to Wells Capital Management, she led the Emerging Markets and International divisions at Wells. Josephine started her emerging markets career in 1988 as an analyst and portfolio manager at Emerging Markets Management. She holds a Master of Science in Management from the Massachusetts Institute of Technology and a Bachelor of Science in Finance from New York University. She served on the MIT Corporation for five years and helped oversee the endowment fund as a member of MIT’s Investment Committee. She is a CFA charterholder.
Emerging Markets Small Cap
Employs a thematic growth approach, focusing on up to 100 high-quality, growing companies in developing economies, generally with market capitalizations of less than $5 billion (USD).
Inception
May 31, 2020
Average Market Capitalization
$3.41B
Benchmark
MSCI Emerging Markets Small Cap Index
Available Investment Vehicles
Separately Managed Account, Private Fund
Lead Portfolio Manager
Josephine Jimenez, CFA
Chief Investment Officer; Portfolio Manager
Josephine is a founder and Managing Member of Channing Global Advisors. She is the firm’s Chief Investment Officer and portfolio manager of its Thematic Growth Strategies: Emerging Markets All Cap and EM Small Cap. She managed commingled trusts and mutual funds at her previous positions and has a track record of managing EM assets for institutional and retail investors that spans over two decades. Prior to co-founding Channing Global, she worked at The Rock Creek Group and preceding that, founded Victoria 1522 Investments and served as its CEO, Chief Investment Officer, and portfolio manager. Before establishing that firm, she was Managing Director and senior portfolio manager at Montgomery Asset Management for 12 years, where she launched and managed emerging markets strategies. After the sale of that firm to Wells Capital Management, she led the Emerging Markets and International divisions at Wells. Josephine started her emerging markets career in 1988 as an analyst and portfolio manager at Emerging Markets Management. She holds a Master of Science in Management from the Massachusetts Institute of Technology and a Bachelor of Science in Finance from New York University. She served on the MIT Corporation for five years and helped oversee the endowment fund as a member of MIT’s Investment Committee. She is a CFA charterholder.
