Watch Investment Strategist Andy Rothman as he outlines the reasons for longer-term optimism in China, and explains why the key short-term risk is the degree of pragmatism in China’s response to the BA.5 subvariant of Omicron.
High-conviction equity portfolio seeks companies benefiting from China’s domestic consumption. All-cap fundamental GARP approach driven by on-the-ground research.
The Fund focuses on innovative, efficient and sustainable growth companies, with an emphasis on businesses oriented toward domestic demand and rising income levels.
The Fund invests in companies that offer meaningful dividends yields, have sustainable business models and that demonstrate the propensity to pay increasing dividends over time.
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