Navigating Emerging Markets: 15 Years of Investment Insights
Patrick Hergt / RIA - April 4 2025
Over the past 15 years, Sarona Asset Management has navigated the complexities of investing in emerging markets, continuously refining its approach to balance financial returns with impact. Our experience has provided valuable insights into what works, what doesn’t, and the realities of responsible investing that are often overlooked. This article distils key lessons learned, focusing on actionable takeaways for investors looking to succeed in these dynamic markets.
1. The Challenge of First-Time Fund Managers
2. Avoiding the Pitfalls of Mixed Investment Strategies
3. The Critical Role of Currency Risk Management
4. Realities of Successful Exits
5. Investing in Emerging Markets is Not as Risky as Perceived
6. Turning Setbacks into Opportunities
7. The Evolution of Impact Measurement
Patrick Hergt
Partner, Head of Business Development
Sarona Asset Management
Patrick leads Sarona’s business development efforts, including Investor Relations, Marketing and Fundraising. Over the last twelve years, Patrick has served many aspects of the business, most notably as Director of our private equity practice. He has engaged with the impact investing community since joining the company and has represented Sarona at both a community and global level, from speaking and mentoring at local universities to meeting with heads of state at the United Nations. Today, he serves as the Vice-Chair on the Board of the Canada Forum for Impact Investment and Development. Patrick started his career in private equity as an analyst with Munich Private Equity Partners. He holds an honours degree in business administration from Brock University, a BSc in general management from EBS University, and is a CFA® charter holder.