Adhesion Wealth: Model Marketplace vs TAMP

Many emerging-market ETFs lean heavily into growth benchmarks and remain concentrated in large economies like China. Cullen’s CEMFX takes a different approach—actively screening for undervalued dividend payers across diverse EM countries. Portfolio Manager Rahul Sharma explains how this value-driven strategy aims to deliver higher yields, better geographic diversification, and stronger fundamentals than typical passive EM exposure, potentially offering advisors a complementary tool for today’s global environment.