RAM AI Co-Hosts Lunch Presentation in Portugal

Emmanuel Hauptmann, CIO & Head of Systematic Equities, recently presented our Emerging Markets Equities strategy during a series of events across Portugal.

Emerging Markets (EM) continue to offer compelling opportunities for active, data-driven investors—particularly in today’s environment of structural shifts and macro normalisation.

Key points surrounding EM:
🔹AI-led innovation in Asia is creating powerful investment opportunities, with China and Taiwan at the forefront of global tech and semiconductor leadership.
🔹Latin American equities are poised for revaluation as high interest rates begin to normalise, especially in under-researched mid-cap segments.
🔹Structural consumer and healthcare trends across EM support resilient, long-term opportunities tied to rising middle-class demand and demographic tailwinds.

At RAM AI, our systematic, AI-enhanced process is designed to capture these diverse drivers—balancing alpha generation with disciplined risk management across the EM universe.