Waiting for the healing power of high growth in this post-crisis world has sometimes felt like waiting for Godot –...
Asia Pacific Ex-Japan Dividend Opportunities Equity
Our Asia Pacific ex-Japan Dividend Opportunities Equity Income strategy invests in companies domiciled in the developed (ex-Japan) and emerging markets of the Asia Pacific region, aiming to generate annualized outperformance over full market cycles relative to the MSCI AC Asia Pacific ex-Japan Index1.
Like all of our active equity strategies, we seek companies demonstrating positive fundamental change, with exploitable expectation gaps, at attractive relative valuations. Our value and income strategies also seek companies with sustainable dividend yields. When combined, portfolio profiles typically reflect a compelling simultaneous combination of value and growth characteristics.
1In a separate account structure, the flexibility of our investment process allows us to manage the strategy to client-specified benchmark and guidelines.
Key points discussed within this quarter's Emerging Market Equities Market Recap include:
THE 13TH FIFTH PLENUM – BUILD A SOCIETY OF MODERATE PROSPERITY
The focus of China’s 13th Fifth Plenum that will...