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  1. Aperçu présenté

Focused on the fundamentals

Our Asian equity strategies delivered reasonable returns in 2024, and our long-term track record remains solid. Despite the prevailing uncertainty and an uneven recovery across the region, our portfolio holdings were generally resilient.

  • 8 Minutes

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Dernières publications

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Focused on the fundamentals

Our Asian equity strategies delivered reasonable returns in 2024, and our long-term track record remains solid. Despite the prevailing uncertainty and an uneven recovery across the region, our portfolio holdings were generally resilient.
  • Article
  • 8 Minutes
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Navigating uncertainty

The American economist Frank Knight once observed that uncertainty, unlike risk, cannot be quantified or predicted.
  • Article
  • 4 Minutes
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High-quality financials in emerging markets

Our investment philosophy focuses on owning high-quality businesses in emerging markets for long-term wealth creation. We target "structural compounders" with strong management, sustainable models, and competitive advantages.
  • Article
  • 12 Minutes
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Quelle « valeur ajoutée » ? !

Tandis que les valorisations de nombreuses entreprises de petite et moyenne capitalisation posent question, nous restons prudents. Nous pensons qu’il existe un certain nombre de raisons pour lesquelles la prime liée à l’Inde est justifiée.
  • Article
  • 3 Minutes
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Asia Pacific Equities: Fund Manager Q&A

In response to recent questions from our clients, we had a conversation with Martin Lau, managing partner and lead portfolio manager for the FSSA Asian Equity Plus and FSSA China Growth strategies.
  • Vidéo
  • 13 Minutes
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Discerning value amid China’s macro noise

When China reopened at the end of 2022, domestic stocks had a V-shaped rebound, analysts raised their earnings forecasts, and companies prepared for a steep recovery in the economy. But the market’s optimism soon faded and turned into disappointment.
  • Article
  • 9 Minutes
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Rester optimiste sur les marchés émergents

L’année 2023 s’est avérée assez calme en termes de performances des marchés émergents. La catégorie d’actifs a été plombée par la Chine, qui a enregistré sa troisième année consécutive de rendements négatifs.
  • Article
  • 8 Minutes