Asia Long-Term Unconstrained The Martin Currie Asia Long-Term Unconstrained strategy seeks to capture Asian economic growth, through an unconstrained portfolio of 20-30 stocks held for the long-term. Strategy introduction Asia’s economic growth story is impressive, however stockmarket returns have not captured this and have been characterised by excessive volatility. The Asia Long-Term Unconstrained strategy’s objective is to provide returns consistent with Asia ex Japan nominal GDP growth. Our research process employs our proprietary accounting diagnostic analysis that enhances our understanding of a firm’s approach to capital management and corporate governance, allowing us to build conviction in holding companies for the long-term. Our unconstrained portfolio allows us to invest only in the franchises most capable of translating Asian GDP growth to investors. View [] ABOUT ASIA LONG-TERM UNCONSTRAINED If you are looking for greater stability of returns this strategy seeks to deliver Asia ex Japan nominal GDP in a historically volatile market. Read more View [] Investment team Andrew Graham leads our dedicated Asia investment team, based in Edinburgh and Singapore. Read more View [Asia Long Term Unconstrained key facts] Key facts We believe an unconstrained, high conviction portfolio backed by in-depth due diligence on company fundamentals, can translate Asia economic growth into long-term returns to investors. Read more Latest Articles View all ALTU articles View [Asia Outlook 2019] Asia Outlook 2019 View [Martin Currie achieves top ESG rating for second year in a row] Martin Currie achieves top ESG rating for second year in a row View [Asia Long-Term Unconstrained 2018 Outlook] Asia Long-Term Unconstrained 2018 Outlook View [Martin Currie achieves highest possible ESG rating from the PRI] Martin Currie achieves highest possible ESG rating from the PRI View [David Sheasby appointed to the PRI ESG Engagements Advisory Committee] David Sheasby appointed to the PRI ESG Engagements Advisory Committee View [Stewardship Annual Report 2017] Stewardship Annual Report 2017 Contacts View All Asian Contacts Kimon Kouryialas Head of Pan Asia Distribution T+61 (0) 3 9017 8640 M+61 (0) 4 1737 7431 Ekkouryialas@martincurrie.com
View [Martin Currie achieves top ESG rating for second year in a row] Martin Currie achieves top ESG rating for second year in a row
View [Martin Currie achieves highest possible ESG rating from the PRI] Martin Currie achieves highest possible ESG rating from the PRI
View [David Sheasby appointed to the PRI ESG Engagements Advisory Committee] David Sheasby appointed to the PRI ESG Engagements Advisory Committee