LITTLE COVERAGE
We believe analyst coverage in
Asia ex-Japan is inconsistent compared with other regions, resulting in under-researched companies, which means that investment opportunities are
likely ripe for the picking.
LITTLE COVERAGE
DISPERSION
We believe with significant
regional dispersion, Asia ex-Japan is a fertile ground to pick distinct winners.
DISPERSION
Why Asia (ex-Japan) Equities?
EARNINGS
REVISIONS
We believe by using both, historical data and forward-looking analysis, we capture turning points in companies that have high
earnings revision potential.
EARNINGS REVISIONS
PM EXPERIENCE
We believe investing in
Asia ex-Japan requires considerable skill and expertise. Our stock-selection approach has been finessed with more than 25 years of investing experience.
PM EXPERIENCE
What Makes Us Different
FLEXIBILITY
We believe being style agnostic
allows us to be flexible. We recognise that shifting in and out of styles is not only desirable, but necessary, particularly in a region that can experience higher
levels of volatility.
FLEXIBILITY
CONCENTRATED
PORTFOLIO
We believe this detailed research
allows us to hold a high-conviction,
all-cap portfolio, with a focus
on mid-cap stocks.
CONCENTRATED PORTFOLIO