Our investment process includes the following key qualities.
Ever since the inception of our first fund in 1999, the diversification of sources of excess return has been an essential element of our investment process. Mark Pearson has developed a proprietary multi-factor approach to evaluating investment candidates and has honed it over more than 20 years of practical application. This model is used to evaluate and measure past returns and, in turn, feed back into ongoing investment decisions as well as portfolio level analysis.
Direct dialogue which avoids the “noise”
Our portfolio holdings and candidates for inclusion are researched on a rigorous and proprietary basis. This includes access to and regular dialogue with management. External research is referenced but not relied upon. By being detached from the hubbub of the investment community and driven by value rather than price momentum, we are less influenced by conventional opinion and able to find undervalued investment opportunities ahead of the crowd.
We are fortunate to have Peter Tasker, a leading strategist and commentator on Japanese and Asian economies, as one of our co-founders and an integral part of the team. His insight ensures that our fund managers are aware of the wider issues that may influence their investment decisions and timing.
In Mark Pearson, we have a head of portfolio management who has been studying value opportunities in the region for over three decades. Having him at the helm ensures that our investment methodologies are neither rash nor ill considered. The vast majority of our investment team has more than a decade’s experience analysing or managing assets in Asia.
Our stock selection and portfolio construction combines rigorous fundamental analysis with quantitative factors.