Why are quality Asian companies so cheap?

August 2016

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%

Media Inquiries

Contact Victoria Odinotska
1.703.534.3735

The Power of Dividends
Quickly see how dividends add up using this easy, online calculator.
Dividend Investment Calculator
Use this dividend investment calculator to see how various elements can have an impact on a future dividend income stream. How important is your rate of savings compared to the rate of return? How important is time compared to the growth of a dividend? How important is inflation to the estimated income stream?
 
Change your assumptions in the fields below and quickly see how they impact future estimated income. Print some of your results to compare various estimated outcomes based on changes in the initial assumptions. Be careful: engaging with the dividend income calculator can be addictive.
Your Assumptions
Initial Investment
(e.g. $10,000)
Monthly Additional Investment
(e.g. $200)
Assumed Dividend Growth Rate
(e.g. average 5%)
Assumed Dividend Yield
(e.g. average 3.2%)
Assumed Reinvestment Duration
(e.g. years until retirement)
Assumed Inflation Rate
(e.g. average 4.1%)
Assumed Growth Rate of Share Price
(e.g. average 4.8%)
Current Age
(Does not affect dollar amounts)
IMPORTANT:
The projections or other information generated by Dividend Investment Calculator regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results.
Dividend Calculations
After entering your assumptions, check the dividend calculations that appear here. Change any of your assumptions and recalculate to see how various assumptions affect dividend projections.