The IGA Asia ex-Japan Equity strategy seeks to provide long-term capital appreciation by investing in equity securities that are domiciled in, or conduct a substantial portion of their business in, the Asia ex-Japan region. The strategy invests in high quality companies that demonstrate sustainable, compounding growth, and are run by trustworthy management teams. The investment team relies on its in-house research to identify investment ideas, using quantitative screens and bottom-up fundamental analysis.


Strategy overview

  • Actively managed, high conviction portfolio with disciplined and unconstrained view of the benchmark and risk;
  • Quality businesses across Asia ex-Japan generating high and/or improving returns on investment throughout business and market cycles;
  • Reliable management with track record of good risk management and capital allocation;
  • Investment process and in-house research built on fundamental due diligence (checklist approach), long-term industry perspectives, and in-house ESG views.

Our approach

Investment philosophy and style

  • Business with high and/or improving return on capital
  • We look to buy stocks that we perceive to be at a significant discount to long term fair value
  • A disciplined and unconstrained view of the benchmark

Investment process

  • Systematic filtering to eliminate high risk investment ideas and narrow research universe
  • Repeatable, disciplined idea generation using proprietary quantitative modelling
  • In-depth, on-the-ground research
  • Incorporation of material ESG factors

Additional information

Inception
October 2014
Primary benchmark
MSCI AC Asia Ex-Japan Net Index
Vehicle
Segregated Account, SICAV

Related documents

Portfolio managers

Investment team

IGA Asian Equity team

Consistent empirical processes designed with a longer-term view to investing in quality companies

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