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Asia Long-Term Unconstrained

Translating Asia’s economic growth.

  • "Asia's growth story in recent decades has been impressive and there are exciting prospects for the future."

    Andrew Graham, Head of Asia

Why Invest in Global Emerging Markets

Heritage

Concentrated

Our concentrated portfolio means that each and every one of our 20-30 holdings makes an impact.

Heritage

Unconstrained

We invest only in our highest conviction ideas, leading to differentiated performance.

Heritage

Quality

We believe investing in high quality names translates growth into investor returns. We focus on accounting and governance to identify high quality companies.

Heritage

Long-term

Investing over a long-term horizon enables the compounding of returns over time. Our long-term focus also helps minimise portfolio turnover.


Investment Strategy

Investment Team

Andrew Graham

Andrew Graham

Job title
Head of Asia
Michael Millar

Michael Millar

Job title
Portfolio Manager
Jes Goh

Jes Goh

Job title
Portfolio Manager
Tom Wills

Tom Wills, CFA

Job title
Portfolio Manager
Zhang Yu

Zhang Yu

Job title
Investment Analyst

Our Capabilities

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