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EM star Hauptmann: why we cut China and moved into materials

Positivity over the Chinese equity markets at the end of 2014 has eroded and led Citywire A-rated manager Emmanuel Hauptmann to move back to an underweight position.

Hauptmann said the $2.3 billion RAM (Lux) SF-Emerging Markets Equities fund, which he co-runs with Thomas de Saint-Seine and Maxime Botti, had moved to a neutral position in 2014.

However, the momentum and attractive valuations seen in the financial sector is no longer as stronger. Elsewhere, in this video, Hauptmann explains where he has reallocated the capital.

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Related Fund Managers

Emmanuel Hauptmann
Emmanuel Hauptmann
173/217 in Equity - Global Emerging Markets (Performance over 3 years) Average Total Return: 11.53%
Thomas de Saint-Seine
Thomas de Saint-Seine
171/217 in Equity - Global Emerging Markets (Performance over 3 years) Average Total Return: 11.53%
Maxime Botti
Maxime Botti
172/217 in Equity - Global Emerging Markets (Performance over 3 years) Average Total Return: 11.53%