is based in Hong Kong and led by
Low Seow Che, formerly of JF Asset Management, and Chua Wan Hoon, formerly of Arisaig Partners.
Seow Che and Wan Hoon each have 15 years’ investment experience in Asian equity markets.
Stanley Kwok and Poonam Dhir assist the portfolio managers on company research and analysis.
The team seeks to exploit the significant investment opportunities available to experienced
investors in the rapidly growing, but relatively inefficient Asian capital markets using
intensive proprietary research and bottom-up fundamental analysis. In addition to deep local
knowledge and extensive corporate contacts, the portfolio managers actively engage with
the management of companies in which they invest.
They manage a Pan-Asian equity portfolio, with an absolute return focus, which was launched in
February 2006.
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