We have a long history of investing across all of Asia and have equity teams based in Singapore, China, Hong Kong, Indonesia, Korea, Malaysia, Taiwan and Vietnam. We also have equity teams in China and India through our joint ventures. We manage the following dynamic and thematic equity strategies:
- Single country Asia
- Asia ex Japan
- Global Emerging Markets
- Equity Income
Disciplined and valuation-focused
Behavioural biases can influence risk perceptions and hence return expectations. By adopting a disciplined, valuation-focused approach, we seek to exploit mispriced investment opportunities and aim to achieve potential long term returns for our clients.
Rigorous analysis. Active risk controls
We look through short term market noise, and use rigorous analysis and intensive research to identify quality companies with sustainable earnings. Active risk monitoring helps ensure the integrity of our investment processes.