Asia

Navigating in a reforming political environment
Many Asian economies are still in the early phase of economic development and supported by attractive demographics and political reforms they offer investors a significant long-term growth potential.

However, the Asian equity markets are complex and diverse; hence selectivity is key in capturing these opportunities. We navigate these markets by identifying and combining longer-term trends and mid to shorter-term investment themes that fit the dynamics and characteristics of the Asian equity markets.

We believe in having exposure to the small and mid-cap segment of the markets in order to capture and exploit the development in the demographic evolution of the region.

Selecting the best companies for you
A concentrated, actively managed portfolio of high conviction stocks ensures that every single stock we select makes a difference to your investment returns, while at the same time offering sufficient risk diversification.

Our experience in managing Asian equities has taught us that it is important to look through short-term market sentiment and irrational behaviour of market participants, and to focus on company fundamentals and the longer-term investment outlook.

By identifying structural trends, we can position the portfolio strategically, thus allowing for a longer-term perspective, while at the same time adopting a more proactive approach to shorter-term investment themes within the Asian equity markets.

Our commitment to you
We are committed to continuously exploring trends and themes and identifying the emerging growth potential and exciting ­investment opportunities in Asia. We are convinced that the key to success and achieving superior investment returns is an active and focused approach.

We offer you:

• High conviction stock picking
• Thematic based investments from Asian insights
• Proven investment approach
• Lasting investments that make a difference

Our ambition is to be the leading investor in Asian equities and we look forward to making a difference for your investments.

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