Quality Growth Investing in Asia Pacific ex Japan

Comgest launched its Asia Pacific ex Japan equity strategy in 1997. This all-cap, quality growth strategy leverages both the firm’s more than 20 years' experience in emerging markets as well as its local research presence in Asia since 1993. Emil will describe Comgest's approach and expertise in this region.

Emil Wolter, portfolio manager, Comgest

Emil joined Comgest in 2012 as an analyst and portfolio manager covering Asian and global emerging market equities. ​

Japan – where is the downside?

Chris will discuss why Japan remains a true value market with unexpectedly strong earnings growth, highlighting just how undervalued Japanese shares are. He will also examine the macro economic backdrop which is leading him to maintain an overweight in large, well-financed, industry-dominant Japanese multinationals in the Neptune Japan Equity Fund.

Chris Taylor,  head of research and Japanese equities, Neptune Investment Management

Chris is head of research and Japanese equities. Before joining Neptune in 2004, he was managing director at Fuji Investment Management. He has more than 35 years' investment experience.

China – is the year of the dog a bad or good omen?  

In China, the dog is an auspicious animal and the entry into a house symbolizes the coming of good fortune. In June, the door to the China onshore market opened, offering offshore investors a wealth of new opportunities, and yet the market has plunged. Is this a time to re-visit China and Emerging markets?

Kevin Barker, senior equity specialist, managing director, UBS Asset Management

Kevin is head of equity specialist team on a global basis. He has worked as an investment professional in equities at UBS-AM for more than 30 years as portfolio manager, analyst and equity specialist.    

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