The fund, launched on 3 June, carries a high conviction portfolio of what the managers believe to be high-quality Asian companies. It will be managed by lead manager Kenneth Lowe, supported by co-managers J. Michael Oh and Sharat Shroff.
Unconstrained by sector, geographic area or market capitalisation, it can invest across Asia. However, it aims to invest in medium to large capitalisation companies holding stocks in 25-35 companies.
“Given the economic developments over the past decade, Asia now provides investors with a growing pool of established companies with good corporate governance, strong management teams, medium to long operating histories and that are recognized as global or regional leaders in their industry,” Lowe said.
The firm’s focus strategy has been available to investors in the US since 2013. The UCITS find was launch last week on 30 May and reflects the same investment approach.
