Send us an enquiry

Send us an enquiry

We have an active fundamental investment style designed to offer selective exposure to the most attractive companies in Asia on a 3-year view. Senior members of the Asian team have worked together for over 12 years and although headquartered in London, we also have senior staff based in Singapore and Seoul. In the time that the team have worked together, they have developed a common investment approach and values.

Strategy Objective

Strategy Objective

To outperform the return of the MSCI All Countries Asia ex-Japan Index by 5% a year over the course of a full market cycle.

Launch date: April 1998

Product Fact Sheets

Product Fact Sheets

For enquiries about this strategy or to request a fact sheet, please use the enquiry form in the left column.

Product Overview

Product Overview
Benchmark: MSCI All Countries Asia ex-Japan
Target Alpha: 5% pa over full market cycle
Investment area: China, Hong Kong, South Korea, Taiwan, India, Pakistan, Singapore, Thailand, Malaysia, Indonesia and the Philippines
Average holdings: 60-80

Investment Process

Investment Process

Although Asian markets are more developed than other emerging markets, they remain inefficient. We believe we can add value through fundamental research and insightful stockpicking. We typically take a three-year view, looking for superior quality companies with good growth prospects that trade on reasonable valuations.

  • We aim to outperform in all market conditions.
  • We focus mainly on stock selection and allow our fund managers to back their judgement with position sizes that can make a meaningful contribution to performance.
  • Top-down analysis and active asset allocation is used to constrain the size of our positions.
  • All of our Asian team are living, or have lived, in Asia for many years.

Investment Philosophy

Investment Philosophy

We believe emerging markets and Asia are different to developed markets and are changing rapidly. It takes experience and a specialist approach to keep up with these changing markets. The way we invest is built on this rapid change which means we can add value for our customers through active management. Our track record proves we can do this.

We believe that fundamental research harnessed by our investment process can generate strong risk-adjusted returns. Our research considers investments at both an individual stock level and country level. This is important for our markets, where analysis of economic and political developments can yield opportunities.

Team Profile

Team Profile