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Asia Long-Term Unconstrained

Translating Asia’s economic growth.

Why invest in Asia Long-Term Unconstrained

Concentrated

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

Unconstrained

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

Quality

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

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

Michael Millar

Michael Millar

Job title
Portfolio Manager
Andrew Graham

Andrew Graham

Job title
Head of Asia
Jes Goh

Jes Goh, CFA

Job title
Portfolio Manager
Tom Wills

Tom Wills, CFA

Job title
Portfolio Manager
Zhang Yu

Zhang Yu, CFA

Job title
Investment Analyst

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