Gain investment clarity in Asia Pacific through our research, specialized insights, and thought leadership.
An active approach of around 60 companies across Asia Pacific ex Japan derived from bottom-up analysis with a tight focus on valuation and a contrarian mindset.
Asia remains the fastest-growing region in the world. By 2050, it could account for half of global economic output¹ and be home to the world’s largest middle class. This represents a large opportunity set for active investors like us.
Valuation anomalies naturally emerge in areas of excessive pessimism. That’s why we often look for new ideas in unloved areas of the market.
We do the fundamental work and speak with company management to gauge where consensus is wrong. This gives us the confidence to help investors lean into this perceived risk and buy mispriced assets. The other side of the same coin is to avoid expensive assets during periods of euphoria.
We don’t chase the market to find new opportunities. As active investors with a contrarian approach, we buy and build positions in temporarily unloved stocks trading well below our estimate of fair value.
We believe that the most sustainable way to make money for clients is to buy companies for less than they are worth. Our valuation-led approach incorporates rigorous fundamental analysis, meaning we can identify the likely sources of mispricing and how our views differ from consensus.
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We believe that share prices reflect fundamentals over time. Markets tend to overact to current events and underappreciate a company’s long-term prospects. By taking a long-term approach to investing, we’re able to capitalize on the market’s short-termism.
William Lam, fund managerVolatility provides opportunity, uncertainty leads to mispricing.
The team has been successfully investing in Asian and emerging market equities for over 20 years. Today, the team’s Asian equity strategies have a combined AuM of > EUR 9 billion.
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1 Source: Asian Development Bank
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