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| Investment
Philosophy - Beliefs
- Active management is key to adding value through exploiting
the inefficiencies present in Asian and global emerging
markets
- The drivers of a company’s long term value are the
sustainability of growth and the efficiency of capital management
- A detailed insight and first hand knowledge of a company
is necessary to judge a company’s prospects and to
have conviction in long term stock views
- Challenging the growth and returns implied in a valuation
forms the basis for our conservative approach to valuation
- Absolute risk and volatility has typically been higher
in Asian and global emerging markets than in developed equity
asset classes and therefore absolute risk is more important.
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