Asia Equity Strategy
Our Asia Equity strategy came to life in 2011 as a natural evolution of our investment process. As we sought to strengthen our research capabilities in the Asian market, we established a specialist sub-team within our Global Equity team and, soon after, an Asia Equity strategy followed. Applying the same approach as our Global Equity strategy, we invest in a concentrated portfolio of 15-30 Asian and Asia exposed listed companies. There remains a high degree of overlap and research sharing across the strategies, often with companies being considered for both portfolios.
- We Seek Out High Quality Businesses: Dominant market positions, strong entry barriers, predictable future pricing power, secular growth trends
- With High Quality Management Teams: Well managed for the long term,a culture of integrity, respect for shareholders
- At the Right Price: We believe that key to our success is the exercise of price discipline; we strive to buy companies at sufficiently attractive prices to deliver performance
High Conviction Investing
A concentrated approach allows maximum leverage of an intense research effort. We make investments only when we have high levels of conviction.