Explore our investment strategies

 

Asia Pacific

 

Our range of Asia Pacific strategies cover small, mid and large-cap companies in markets such as China, South Korea and India. The portfolios are invested in quality companies that we believe have long-term, sustainable growth drivers and should benefit from Asia’s structural tailwinds.

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Global Emerging Markets

 

Our Global Emerging Markets strategies invest in companies in developing and frontier markets and are biased towards mid-cap companies with the potential to grow much larger over time. We tend to favour dominant franchises operating in industries with long-term structural tailwinds.

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Greater China 

 

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.

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Indian Subcontinent

 

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.

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Japan

 

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.

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