We are delighted to announce the launch of the Man GLG Asia Opportunities Fund (Fund) in response to strong market demand and increasing opportunities in Asian equities.
The Fund is managed by an experienced team from Man GLG, a discretionary manager offering absolute return and traditional strategies across asset classes, sectors and regions. As the name suggests, this Fund focuses on investing in equities either listed on exchanges in the Asian region (ex-Japan), or which derive a majority of their revenues from the Asian region.
Man GLG’s core philosophy is to identify stocks with the best potential to deliver earnings surprises relative to expectations, which has historically been a persistent source of alpha in the region.
The Fund’s investment strategy has been developed over nine+ years and is centred around:
- Bottom-up analysis focused on relative earnings revisions
- High conviction all-cap portfolio
- An unconstrained and flexible approach
- Style agnostic approach with the flexibility to shift in/out of styles
The result is a concentrated portfolio of 35-45 stocks from a universe of 1200 stocks with an objective to achieve a gross return of 3-5 percent greater than its benchmark, the MSCI All Country Asia ex Japan Net Index (A$), over rolling three to five year periods.
The investment team is led by Andrew Swan who is a highly experienced and established Asian Equity portfolio manager.
For more information, you can:
Read the PDS
See the Fund Page
Read more about Man GLG and the investment team
