Asia ex Japan

A patient approach in the least patient markets, helping clients benefit from powerful growth tailwinds in Asia. Investors should be open-minded about where growth can come from and know the market inefficiencies they are trying to exploit. 

Our key goal is to build strong relationships with like-minded clients. We know we can only do this if we deliver strong investment performance, net of costs, over the long term.  

The number of genuinely world-class companies in Asian countries is growing, and we feel very fortunate to be tasked with seeking these out. We must invest with patience and give good decisions time to prove themselves. 

We believe that being selective is imperative to those seeking the best results. 

We believe there are three persistent inefficiencies that we are well-placed to exploit for our clients:

• Growth duration: many companies grow for much longer than expected 
• Growth pace: many companies grow much faster than expected 
• Growth surprise: many companies grow when it’s least expected 

Much of our process relies on the interplay of data, experience, educated creativity and probability. This does not necessarily lend itself to a matrix or flowchart.