Asia ex-Japan equity capability with a long-term track record
A core active Greater China-focused equity strategy with a long-term track record
High active share, differentiated global equity portfolio that aims to provide superior returns through a disciplined and clear investment process.
High active share, differentiated international equity portfolio that aims to provide superior returns through a disciplined and clear investment process.
Fundamental, bottom up approach with a value style bias investing in Japanese listed companies across all sectors and market capitalizations.
Invests in Japanese listed companies across all sectors and market capitalizations which have high level of liquid reserves (i.e. “cash-rich” companies) and are likely to see earnings recovery or growth.
Invests in high quality companies with earnings growth yet to be reflected in the stock price, and stocks undervalued relative to their fundamentals.
Focuses not solely on the current level of dividend yield but also on dividend growth potential. The strategy aims to deliver stable total returns from both income and capital gains.
Aims to generate out performance over the medium to long term, using a proprietary quantitative model based on three distinct components that estimate expected alpha from individual stocks.
Aims to deliver superior performance by identifying undervalued companies that are expected to undergo change, and investing in them over the long-term
Aims to generate out performance by investing in companies which deliver greater than market average earnings growth, over the medium to long-term
Bottom up research focusing on competitive advantages and corporate reforms
Seeks to generate excess returns by identifying companies which have high medium to long-term growth prospects
Actively managed strategy that provides exposure to New Zealand and Australian equity markets