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Overview

The strategy seeks long-term capital appreciation by investing primarily in equity securities issued by companies located in Asia (excluding Australia, New Zealand and Japan). Leveraging our extensive on-the-ground resources and integrated global investment team, portfolio managers seek investment opportunities that can capitalize on the structural drivers for the asset class and are transforming the emerging markets landscape.

Key Features

A pioneer in emerging markets investing

With a presence in local markets dating back to 1987, our reputation and well-resourced and experienced team enables us to collect and analyze information, develop and maintain robust proprietary perspectives, and form a deeper and broader understanding of local dynamics and investment opportunities.

Local insights, global perspectives

Our global on-the-ground network of offices enables us to engage directly with policymakers and company management teams in over 2,000 meetings a year. These research meetings are at the center of our investment process and provide invaluable insights into environmental, social and governance factors, amongst other key drivers of earnings sustainability.

Stock-centric, risk-aware portfolio

Our portfolio construction process seeks to build a research-driven, high-conviction portfolio that incorporates diversified economic drivers with no directional bias.

Strategy Profile

Read more about our investment approach and management team

 

Contact us to learn about our investment capabilities

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