Why are quality Asian companies so cheap?
Guinness Atkinson presents its Q2 2016 webcast covering our strategy for investing quality Asian companies. Our portfolio managers shared the most recent quarter’s performance for the fund and Asia and discussed how their methodology mitigated risk during the turbulence following the UK referendum.
- Why are there more quality companies in Asia than many would expect?
- What differentiates Asia from broad emerging markets?
- Why is the region so cheap?
For Registered Investment Professional Use Only – Not for Use with Retail Audiences
The views expressed are those of the portfolio managers as of the date specified, are subject to change and may differ from other portfolio managers or the firm as a whole. These opinions are not intended to be a forecast of future events, a guarantee of future results or investment advice. All date reference should not be construed as a solicitation or recommendation or used as the sole basis for any investment decision.
Top 10 holdings for the Asia Pacific Dividend Builder Fund as of 6/30/16 are 1. Relo Holdings Inc 3.14% 2. St Shine Optical Co Ltd 3.09% 3. Largan Precision Co Ltd 3.07% 4. JB Hi-Fi Ltd 2.97% 5. Li & Fung Ltd 2.95% 6. Link REIT/The 2.92% 7. DBS Group Holdings 2.91% 8. Industrial & Commercial Bank of China Ltd – H Shares 2.89% 9. Catcher Technology Co Ltd 2.88% 10. Taiwan Semiconductor Manufacturing Co Ltd 2.86%
Contact Victoria Odinotska