The 11-person Asian Equity team is based in Hong Kong and manages Asia Pacific and International strategies. The team is comprised of regional-specific sector specialists, country-dedicated specialists and regional industry experience. This structure allows us to have both an ‘outside-in’ view on the countries we invest in, and on-the-ground insights through frequent research trips, meetings, and site visits. This dual perspective enables us to uncover detailed intelligence, through which we believe we can deliver long-term value through active management.
The team applies fundamental research with a quantitative discipline in scoring opportunities and risks, incorporating objective and holistic assessments of companies and countries’ risks. A collaborative and cohesive team culture supports the investment process and encourages debate and diversity of thought with all team members contributing to investment decisions.