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Southeast Asia

Accessing the growth of this fast growing and dynamic region.

  • "To minimise value destruction resulting from poor corporate capital allocation decisions, we pay close attention to the governance profile of a company."

    Andrew Graham, Head of Asia

Why Invest in Global Emerging Markets

Heritage

Concentrated

Our concentrated portfolio means that each and every one of our 20-40 holdings makes an impact.

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
Experience
36 years
Michael Millar

Michael Millar

Job title
Portfolio Manager
Experience
29 years
Jes Goh

Jes Goh

Job title
Portfolio Manager
Experience
17 years
Tom Wills

Tom Wills

Job title
Portfolio Manager
Experience
11 years
Zhang Yu

Zhang Yu

Job title
Investment Analyst
Experience
6 years

Our Capabilities

Related Insights

  • Emerging Markets - Where's the 'Beef'

    Where’s the Beef? It’s Emerging Markets Earnings….

    Back in the 80s, an American fast food chain made the memorable slogan, “Where’s the beef?” to imply that its competitors were not providing enough substance – in this case - beef! In this update on the Emerging Markets (EM) we take some time to lay out why we believe EM is a compelling asset class story. The question we get most often is “what’s the catalyst that’s going to drive EM forward?”

    Date published
    6 Jul 2023
    Tag
    Global Emerging Markets
  • Investment case for China remains strong

    Despite negative stock market reaction to the results from the 20th National Congress and Xi Jinping’s re-election, the investment case for China remains intact.

    Date published
    26 Oct 2022
    Tag
    Global Emerging Markets ex. China
  • Portfolio insight - WEG research case study

    We recently added WEG to the Global Emerging Market portfolio. In this article we provide a snapshot of our research on the company, including our fundamental assessment, ESG assessment and outlook.

    Date published
    1 Sep 2022
    Tag
    Global Emerging Markets