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 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.

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