The Asian Companies Fund aims to create long term wealth through a concentrated portfolio of typically 15-35 quality companies within Asia ex-Japan that we believe are trading at prices different to their intrinsic values.
The objective of the Fund is to provide long term capital growth and outperform the greater of the MSCI All Country Asia (ex-Japan) Net Index (AUD) or RBA cash rate over rolling seven year periods. The Fund is not intended to replicate the index, investing in a concentrated portfolio of predominantly undervalued equities in the Asian ex-Japan region.
The Fund may be suitable if you want:
Want exposure to companies situated in or exposed to the world’s growth engine – Asia – that are trading differently to their intrinsic value
Long-term Capital Growth
Are looking for long term capital growth provided by a proven, focused, patient and considered approach
Have a long term investment horizon (7 years plus) and are comfortable with some short term volatility
Want the potential for returns that may be significantly different to those provided by the index and more traditional Asian equity funds
Meet the Manager
The Fund focuses on companies listed or operating in Asia, giving 100% unrestricted exposure to the world’s fastest growing region.
The Fund’s process has been shown to be effective, based on a philosophy developed by Paul Moore, over 30 years. This has produced attractive long term capital growth.
We have an authentic investment process where our exposure to countries, industry sectors or market capitalisation is determined solely by our conviction in the risk/ reward opportunities that we identify in individual stocks. Macroeconomic themes do not play a role in stock selection or portfolio construction. No conviction at the stock level = no investment.
Opportunistic and concentrated
The Fund aims to create long term wealth for our co-investors by finding and exploiting investment anomalies wherever they are. We find opportunities where others may only see risks.
The Fund’s portfolio typically consists of 15-35 stock-specific ideas in which we have the strongest conviction.
Our co-investors receive access to a unique subset of opportunities to which they would otherwise find difficult to access. The management team have significant investments in the Fund – they invest for and with you.
Fundamental, bottom-up, research-intensive approach
As a guide, 15-35 stocks.
7 years plus
The Fund may be appropriate for investors seeking capital appreciation over a seven plus year investment horizon.