Long402340.KSJun 2026
SK Square Co. Ltd.
The fund continued to benefit from its exposure to SK Square in South Korea. SK Square's net asset value increased as the valuation of its investment in SK Hynix rose…
Nomura Emerging Markets Fund
Emerging-markets equity investing with selective country and sector concentration, benchmarked to the MSCI Emerging Markets Index.$11.4B AUM5 published ideas
Nomura Emerging Markets Fund is an emerging-markets equity mutual fund managed by Delaware Management Company, a series of Nomura Investment Management Business Trust. The Q2 2026 portfolio was heavily tilted toward South Korea and technology and industrials, with the investment team emphasizing digitalization, rising computing intensity, urbanization and productivity as long-term growth drivers.
Ideas from Nomura Emerging Markets Fund
Long028260.KSJun 2026
Samsung C&T Corp.
The fund continued to benefit from its exposure to Samsung C&T. The company's net asset value increased as the valuation of its investment in Samsung Electronics rose…
Long000660.KSJun 2026
SK Hynix Inc.
SK Hynix outperformed the benchmark as earnings expectations were revised upward. The fund believes the move has been driven primarily by improving earnings rather than simple…
Long005930.KSJun 2026
Samsung Electronics Co. Ltd.
Samsung Electronics outperformed the benchmark as earnings expectations were revised upward. The fund believes the performance reflected improving earnings rather than a…
LongRELIANCE.NSJun 2026
Reliance Industries Ltd.
Reliance Industries detracted during the quarter because of energy-price volatility, softer petrochemical spreads and competitive pressure in retail. Despite those headwinds, the…
Letters covered
- Q2 2026 Quarterly CommentaryJune 30, 2026
Source PDFs are not republished here; only extracted ideas and quotes.