Our Greater China strategies cover China, Hong Kong and Taiwan, with single country and regional portfolios. Though China provides the largest opportunity set in the region, Taiwan, with its large technology sector, and Hong Kong, with its more developed governance and regulatory framework, offer a number of interesting investment opportunities. Our China A-Share strategy is invested in domestic market leaders and globally competitive Chinese companies.
Our range of Asia Pacific strategies cover small, mid and large-cap companies. The portfolios are invested in quality companies that we believe have long-term, sustainable growth drivers and should benefit from Asia’s structural tailwinds.
Our Indian Subcontinent strategies cover India, Pakistan, Bangladesh and Sri Lanka. We tend to favour dominant consumer franchises, high quality private banks and infrastructure companies. We believe large populations, supportive demographics and underpenetrated markets in this region should provide a favourable long-term growth environment for these types of companies.
Global Emerging Markets
Our Global Emerging Markets strategies cover developing and frontier markets companies and are biased towards mid-cap companies that have the potential to grow much larger over time. We tend to favour dominant franchises operating in industries with long-term structural tailwinds.
Our Japan strategies are focused on secular growth trends which decouple from the macro-economic environment. These include well-managed Japanese companies that have global brand recognition, domestic leaders that have grown over multiple cycles, and automation companies that have benefitted from structural demand growth.