Equity

We aim to generate alpha and deliver superior long-term returns by exploiting mispriced opportunities and seeking out companies with superior growth potential.

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    Local insights

    Our +80-member strong Equity teams, based across 10 Asian markets, offer firsthand knowledge and a unique understanding of local nuances.
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    Best ideas

    We conduct deep fundamental research to strengthen our stock conviction. We value debate and diversity which helps to distil our best ideas.
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    Optimal portfolios

    We aim to build portfolios that capture optimal risk-return relationships. We exercise in-depth risk oversight to ensure the integrity of our processes.

Strategies

We have expertise in regional and single country, as well as dynamic and thematic equity strategies.

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Global emerging markets
The GEM offer the potential for high growth and attractive returns from a diverse group of companies.
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Japan
Japan offers potential upside from corporate a revival in corporate reforms, improving profitability and attractive valuations.
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Asia (Pacific) ex Japan
Asia will continue to be one of the world’s fastest growing regions and be home to many leading companies.
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Greater China & China A
China’s multi-year transformation will create a new growth narrative and new opportunities.
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Income
Dividends have historically been a big driver of returns in Asia. Their stability also enhances portfolio resilience.
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Thematic
Thematic investments, including sustainability-themed and Shariah-compliant solutions, offer exposure to powerful macro trends.

Need more information?

Talk to our sales team.

Our team

Our team of experts is focused on delivering superior long-term outcomes to investors.

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    Bill MALDONADO

    Chief Investment Officer
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    Ivailo Dikov

    Portfolio Manager
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    Andrew Cormie

    Portfolio Manager
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    John Tsai

    Portfolio Manager
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    Michelle Qi

    Head of Equity, China
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    Kevin Liu

    Head of Domestic Equity, Taiwan
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    Eric Yao

    Head of Domestic Investments,
    Taiwan
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    Yuan Ping Lin

    Head of Overseas Equity,
    Taiwan
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    Patcharapa Mahattanakul

    Head of Equity, Thailand
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    Paul HJ Kim

    Head of Equity, South Korea
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    Yvonne Tan

    Head of Equity, Malaysia
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    Liew Kong Qian

    Head of Equity, Indonesia
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    Nguyen Thi Bich Thao

    Head of Equity, Vietnam

Insights

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5 reasons to buy Emerging Markets

17 Nov

What going green means for Emerging Markets

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Seize the green value in Emerging Markets

10 Nov | Steven Gray, CFA

Emerging Markets (EMs) are well placed to benefit from the green transition theme. ...

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What’s next for China?

26 Oct | Ken Wong

Following the 20th Party Congress, investors should look out for the specific growth ...

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When will the mighty dollar turn?

20 Oct

The US dollar index, which measures the value of the dollar relative to a basket of ...

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Asian equities: Low expectations, attractive valuations

12 Oct | Sundeep Bihani

Asia ex Japan (“Asian”) equities are pricing in low expectations and limited investor ...

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5 must-knows about Japan’s corporates

06 Oct

Invest in a market of stocks that is attractive on many fronts

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Value continues to shine

26 Sep

Given that the current policy response is focused on investing in the real economy and ...

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Understanding ESG in China

21 Sep | Michelle Qi

There will be long-term value creation as companies in China improve their ...

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Japan’s good value creates alpha opportunities

07 Sep | Ivailo Dikov

Japan’s companies are among some of the most cash rich, globally. Equally, some of the ...

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Why India may be investors’ next port of call

01 Sep | Anand Gupta

India is experiencing robust credit growth, rising private investments and resilient ...