Equities
Mirabaud Equities Asia ex Japan Strategy
A multi-thematic, concentrated best-ideas equity portfolio, offering investors access to the ‘emerging champions’ of some of the fastest growing economies in the world.
The team takes a dynamic, bottom-up approach and has the flexibility to invest opportunistically in non-index securities.
Our investment philosophy is built on the following beliefs:
- Asia ex Japan equities contain some of the world’s best long-term opportunities for growth.
- The best opportunities can be understood with reference to long-term structural themes.
- Backing well-managed, good quality businesses across these themes with careful valuation discipline and risk management provides the opportunity for multi-year compounded returns.
INVESTMENT PROCESS
- Finding the best long-term themes across Asia and emerging markets using a multi-thematic approach.
- Identifying the winners within each theme.
- Using a rigorous bottom-up GARP approach with a quality focus and tightly integrated ESG principles.
- Building concentrated, high-conviction portfolios.
STRATEGY HIGHLIGHTS
Multi-thematic approach
Our approach is multi-thematic with a focus on transformation and structural change globally and domestically, providing diversification and underpinning important macro tailwinds for companies.
High-conviction philosophy
We build a high-conviction portfolio of 25-35 holdings, that is diversified across geographies and sectors, with the top-10 positions accounting for ~40% of the portfolio.
Best in class ‘emerging champions’
Our portfolio is a best-in-class of the ‘emerging champions’, those that we believe will be the long-term winners from each of our investment themes.
Bottom-up quality focus with integrated ESG
We follow a rigorous bottom-up GARP approach, with a strong emphasis on price and quality, alongside a clear and integrated ESG process.
STRATEGY RESOURCES
Strategy details, reporting and monthly commentary
THEMES
The themes in the portfolio are largely Asia-specific and are primarily driven by the transformation and structural change taking place in Asia and globally. These themes help us to focus on areas of long-term potential, providing growth throughout the cycle.
DOMESTIC
Domestic
EMERGING MIDDLE CLASS
Domestic
FINANCIAL INCLUSION
Domestic
PLATFORM COMPANIES
Domestic
GROWING URBANISATION
GLOBAL
Global
TECH LEADERSHIP
Global
EMERGING TECH TRENDS
Global
ENERGY TRANSITION
Global
AUTOMATION
Global
GLOBAL SUPPLY CHAINS
EQUITY INSIGHTS
Find out more
Contact us