Asia Equities
Asian equity markets offer strong long-term investment appeal, with robust regional GDP growth driving robust corporate earnings, rising consumer demand and technological innovation.
AUM 1
$6.7B
Asia equities: riding the regional growth wave
We believe the region’s promising outlook and strong growth momentum, with a mix of both emerging and developed economies, bode well for active equity investors. Our approach in Asia is anchored on finding quality, tapping mispriced opportunities and spotting emerging trends before they become widely known.
A deep heritage of high-conviction investing in Asia equity
Sourcing alpha requires a deep understanding of the nuances of each local economy and business landscape, along with acute awareness of on-the-ground developments. With a presence in the region dating back to 1998, we offer deep, well-established access to local markets and management teams. Each year, our professionals conduct more than 1,000 direct company engagements through site visits, management meetings and industry conferences, offering a real time perspective on corporate developments and market dynamics.
From broad regional to market-specific strategies, our on-the-ground teams located across Hong Kong, India, Japan, Malaysia, Singapore and Taiwan focus on uncovering those rare investment opportunities that can generate long-term alpha—before the market realizes their worth.
Our Lifecycle Categorization Research framework
Rather than analyzing companies based on their membership in a particular sector or industry, we segment the investment universe into six types of companies based on their maturity and cyclicality. We assess which lifecycle category a company is in today and where we expect it will be in the future, comparing our view to the market’s view—a process we believe results in stronger and more consistent analytical insights into a stock’s attractiveness and valuation.
Lifecycle categories
Our risk management approach
Equity Risk Assessment : A focus on high-quality investments
We evaluate quality across 68 indicators that work in tandem with our Lifecycle Categorization Research. Our global research team assigns a unique score to every potential investment, and a minimum threshold score must be reached for a company to be considered for investment. Our Equity Risk Assessment framework gives us confidence that our investment thesis will unfold as expected, with fewer negative surprises, and with improved social and environmental outcomes.
Governance and leadership
Includes management assessment, strategy and innovation, and reporting practices. A minimum score is needed for investment.
Business sustainability
Includes analysis of environmental impact and social strategy items, with minimum scores needed for investment.
Financial strength
Includes funding sources and forecast visibility. Financial strength is a necessary condition for business sustainability.
Solutions
We offer an array of regional and country-specific equity strategies spanning the full market capitalization spectrum, powered by the insights of our on-the-ground teams across Asia.
| Strategies | Attributes | Inception Date |
|---|---|---|
| Asia ex Japan Equity | Seeks long-term capital appreciation by investing in the equity and equity-related securities of companies whose assets, products or operations are in the Asian region. | 31 Aug 2012 |
| Asia ex Japan Small Cap Equity | Seeks long-term capital appreciation by investing in smaller to medium-sized companies in the Asian region, i.e., companies whose assets, products or operations are in the Asian region. | 31 Dec 2011 |
| Greater China Equity | Seeks long-term capital growth by investing in equity and equity-related securities of companies whose assets, products or operations are in the Greater China region. | 31 Dec 2011 |
| Hong Kong Equity | Seeks to provide capital appreciation through a managed portfolio of shares in companies primarily listed on The Stock Exchange of Hong Kong Limited. | 31 Dec 2011 |
| India Equity | Seeks to provide long-term capital appreciation by investing in equity and equity-related securities of companies listed on stock exchanges in India or closely related to the economic development and growth of India. | 31 Dec 2011 |
| Japan All Cap Equity | Seeks to achieve long-term capital growth by making at least two-thirds of its total investments in equity and equity-related investments in Japanese companies, i.e., companies incorporated in Japan or companies whose assets, products or operations are in Japan. | 31 Dec 2005 |
| Japan Small Cap Equity | Seeks to achieve long-term capital growth by making at least two-thirds of its total investments in equity and equity-related investments in small Japanese companies, i.e. companies incorporated in Japan or companies whose assets, products or operations are in Japan. | 31 May 1999 |