Asia: Finding durable opportunities through a consistent investment discipline

• A consistent, bottom‑up investment approach can help navigate periods of volatility through fundamental analysis and high‑quality company selection. • Recent favourable performance has been underpinned by maintaining conviction in technology leaders that both drive and benefit from the AI-driven demand inflection, and disciplined avoidance of structurally challenged areas. • The portfolio continues to favour high‑quality franchises that are positioned to benefit from long‑term structural growth trends across the breadth of the Asian investment universe. Click "Visit" to read or listen...