Asia Pacific Equity

The strategies below are managed and researched locally from our offices in Hong Kong, Singapore and Tokyo.

Asia Pacific ex-Japan
Our Asia Pacific ex-Japan equity strategy approach is to pursue Growth actively, while striving for long-term consistent outperformance, based on solid research and strong risk control.

Our investment style reflects this philosophy, whereby we invest in quality Growth companies based on intensive bottom-up fundamental analysis, supported by quantitative screening of stocks and an active programme of company visits by our Asia Pacific ex-Japan portfolio managers.

Our Asia Pacific ex-Japan strategies can be managed against different benchmarks.

 

Pacific Basin inc-Japan
For the faster growing Pacific Basin ex-Japan market, we adopt a Growth style driven by bottom-up fundamental analysis, in order to identify quality growth companies.

In the more mature Japanese market we adopt a Value style approach to investing whereby we invest in undervalued stocks based on quantitative screening (valuation) and intensive judgemental bottom-up analysis (evaluation).

Hence, both markets benefit from our intensive bottom-up fundamental analysis, supported by an active programme of company visits. The portfolio is constructed, monitored and managed within a team based approach.

Capabilities

 Asia Pacific
ex-Japan		Pacific Basin inc-Japan
Portfolio Manager Masaki Takahashi & Steven Lim Naoto Nagai
Performance Target 2% - 3% p.a
above
benchmark		 2%-3% p.a.
above
benchmark
Tracking Error Range 3% - 6% p.a. 8% p.a. Maximum
Benchmark MSCI AC free
ex-Japan Index
(With net dividends)		 MSCI Pacific Index
(With dividends)
No. of Holdings Circa 150 160-200
Style Growth active management Growth and Value active management