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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

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
  • A beginner’s guide to semiconductors

    An overview of the semiconductor industry, taking a look at the manufacturing process, key industry players and the current shape of the industry.

    Date published
    10 Mar 2023
    Tag
    Global Emerging Markets
  • Emerging Markets pacing ahead?

    While acknowledging the difficulty of predicting growth in 2023, IMF has just published its key forecasts for developed and emerging markets.

    Date published
    21 Feb 2023
    Tag
    Global Emerging Markets