EN United States Institutional
  • AUM $9.0 billion
    (March 31, 2019)
  • Inception Date 1985
  • Vehicles Available
    • UCITS
    • Separate account
 

Investment Philosophy

Our equity investment teams share the philosophy of quality Growth at a Reasonable Price (GARP). Their approach is to:

  • Focus on a three to five year view of future earnings growth to identify unrecognised growth opportunities
  • Identify quality companies through fundamental bottom-up research that combines quality, growth and upside disciplines

Our Value Add

A focus on growth

  • Our quality Growth at a Reasonable Price (GARP) philosophy identifies companies with the strongest potential for growth
  • We invest in modern, entrepreneurial companies from across the market capitalisation spectrum and take a five year view on their earnings growth

Actively managed, high conviction

  • Our portfolios are constructed from our highest conviction ideas and have high active share
  • We invest in companies that score highly for quality, growth and upside; robust debate and rigorous challenge build conviction in our ideas

Asia ex-Japan expertise

  • Managed by a locally based team in Hong Kong, who provide valuable on-the-ground insight and expertise
  • The team’s in-depth understanding of local cultures and companies allows us to identify potential new investment opportunities early and efficiently

Portfolio Managers

 Manoj Shroff

Manoj Shroff

 Ajay Argal

Ajay Argal

 Albert Chai

Albert Chai

 SooHai Lim, CFA

SooHai Lim, CFA

 Eunice Hong

Eunice Hong

 Calista Lee

Calista Lee

 Kuldeep Khanapurkar, CFA

Kuldeep Khanapurkar, CFA

X

We use cookies on our website to provide you with the best experience. By proceeding to our site you agree to our Cookies Notice and our site Terms and Conditions.