abrdn Asia Focus: Kepler research podcast March 2024
Listen below as fund manager Gabriel Sacks features on a Kepler Partners research podcast discussing portfolio changes and the differences in approach between Asian large and small cap investing.
Best ideas portfolio of around 60 companies.
Launched to harness our deep insight into the Asia-Pacific region.
First-hand analysis helps to uncover high-quality companies.
In the latest episode of the 'Trust Issues' podcast from Kepler, Gabriel Sacks, Manager of abrdn Asia Focus joins to discuss why Asia small caps have performed well relative to other parts of the world, fears about small cap performance post-rate hikes, being underweight India and more.
abrdn Asia Focus is an Investment Company listed on the London Stock Exchange aiming to find the best managed Asian smaller companies that are setting the new standard.
The Company strives to maximise total return to shareholders over the long term from a concentrated, high-conviction portfolio focusing predominantly on exciting, smaller, listed companies in Asia (excluding Japan).
Managers Flavia Cheong, Hugh Young and Xin-Yao Ng are all based in the region and are supported by a team of over forty investment managers. The portfolio is finely tuned to give shareholders the potential to benefit from Asia's expanding middle class. Stocks are highly diversified by market and sector with a strong focus on manufacturing and consumer products.
Risk warning
The value of investments and the income from them can go down as well as up and you may get back less than the amount invested.
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*This is third-party research. You will leave abrdn Asia Focus’s website and enter Kepler’s to view.