Quarterly Report
Carmignac Portfolio Emerging Discovery: Letter from the portfolio managers
Find out our views and positioning on the Fund for the fourth quarter of 2022.
Xavier Hovasse is a Fund Manager and Head of Emerging Equities. Xavier joined Carmignac in 2008 as an analyst specialized in Latin America, and was appointed Fund Manager in 2011. Prior to that, he spent nine years at BNP Paribas Asset Management as an analyst and Manager of Emerging and Global equities. He graduated from ESCP-EAP Paris and is a CFA Charter holder since 2004.