Capital at risk
Asia hosts some of the world’s most dynamic markets. Its domestic champions thrive with a vast consumer base, and the region’s export titans enjoy enviable global reputations.
Why invest in Asian equities?
If you’re interested in growth, Asia is too important to ignore. Its many expanding markets have inefficiencies that we aim to turn to your advantage by buying stakes in companies and adopting a long-term, patient approach. Much has changed since we started investing here over 30 years ago. But we believe that remaining focused on earnings growth, maintaining a willingness to be different and having a long time horizon can lead to substantial returns.
How do we invest in Asian equities?
Over brief periods, earnings growth bears little relation to returns. But over extended timeframes, a link emerges between the highest-growth companies and the value they yield.
We aim to own high-growth businesses long enough for our picks to prove their worth. We accept that not every Asian stock we back will flourish, but our priority is to secure and hold the strongest performers on your behalf.
Asia equities strategies
All our investment capabilities
Core growthLarge, diverse portfolios of growth-focused holdings built with benchmarks and reduced volatility in mind.
Equity and multi-asset incomeSeeking both dependable income and long-term capital growth.
Fixed incomeTargeting company and government bonds with a focus on long-term outcomes.
Flexible growthPortfolios containing a mix of firms focused on disruption, steady compounding and timely capital allocation.
High growthConcentrated portfolios of fast-growth companies, typically holding between 25 and 50 stocks.