Technology is an important allocation in our portfolios as the supply chain is uniquely Asian. The semiconductors, advanced packaging, memory, and power infrastructure that underpin the global AI build-out are overwhelmingly produced across the region and in particular in Taiwan, South Korea, and Japan. What is less appreciated is that Asia’s technology sector is also a meaningful and growing source of dividend income, offering an even more attractive way to gain exposure to these structural growth trends. Apart from meeting our investee companies, this conference was a great opportunity to connect with our Taiwan-based colleagues to exchange views and ideas.
