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  • AUM $9.4 billion*
    (September 30, 2018)
  • Inception Date 1981
  • Vehicles Available
    • UCITS
    • Separate Account
 

Investment Philosophy

  • We are active managers who aim to capitalize on opportunities that arise when securities are mispriced.
  • We identify investment opportunities through a differentiated and innovative investment process where fundamental, bottom-up analysis is key.
  • We favor unrecognized growth companies with well-established or improving business franchises, balance sheets and management.
  • Our proprietary research process integrates macro and dynamic Environmental, Social and Governance (ESG) perspectives in company analysis and valuations.
  • Our five-year research horizon allows our deep pool of investment professionals to take a strategic view on a company’s growth outlook.
  • Our experienced team of portfolio managers builds high conviction portfolios, tailored to client specifications targeting superior risk-adjusted returns over the long term where stock selection is the main driver of returns.

*Including Korea Domestic Equity

Our Value Add

  • Sustainable Growth – the region is underpinned by secular growth in consumption and technological innovation
  • Competitive advantages of Asia to be exploited, including the rising competitiveness of Asian brands and companies
  • Dedicated investment team with long-term track record and proven ability to add value through stock selection
  • Investment process tailored for asset class by experienced team