Advantech: Investing for the Long-Term

Advantech: Investing for the Long-Term

Insights
We have an absolute return mindset. Our purpose is to generate healthy long-term returns with strong downside risk protection. Risk for us is the possibility of permanent loss of capital rather than underperforming a benchmark in the short-term. An absolute return mindset allows us to focus on companies with the best quality management teams, without wasting time on the hundreds of other companies in the Emerging Markets universe.
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China: Emperor’s Foie Gras

China: Emperor’s Foie Gras

Insights
We have an absolute return mindset. Our purpose is to generate healthy long-term returns with strong downside risk protection. Risk for us is the possibility of permanent loss of capital rather than underperforming a benchmark in the short-term. An absolute return mindset allows us to focus on companies with the best quality management teams, without wasting time on the hundreds of other companies in the Emerging Markets universe.
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The Promise of Emerging Markets

The Promise of Emerging Markets

Insights
We have an absolute return mindset. Our purpose is to generate healthy long-term returns with strong downside risk protection. Risk for us is the possibility of permanent loss of capital rather than underperforming a benchmark in the short-term. An absolute return mindset allows us to focus on companies with the best quality management teams, without wasting time on the hundreds of other companies in the Emerging Markets universe.
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Sustainability Impact Report – 2020

Sustainability Impact Report – 2020

Insights
We have an absolute return mindset. Our purpose is to generate healthy long-term returns with strong downside risk protection. Risk for us is the possibility of permanent loss of capital rather than underperforming a benchmark in the short-term. An absolute return mindset allows us to focus on companies with the best quality management teams, without wasting time on the hundreds of other companies in the Emerging Markets universe.
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Alibaba: Why we do not own Shares

Alibaba: Why we do not own Shares

Insights
We have an absolute return mindset. Our purpose is to generate healthy long-term returns with strong downside risk protection. Risk for us is the possibility of permanent loss of capital rather than underperforming a benchmark in the short-term. An absolute return mindset allows us to focus on companies with the best quality management teams, without wasting time on the hundreds of other companies in the Emerging Markets universe.
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Marico: Enduring Stewardship

Marico: Enduring Stewardship

Insights
We have an absolute return mindset. Our purpose is to generate healthy long-term returns with strong downside risk protection. Risk for us is the possibility of permanent loss of capital rather than underperforming a benchmark in the short-term. An absolute return mindset allows us to focus on companies with the best quality management teams, without wasting time on the hundreds of other companies in the Emerging Markets universe.
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The People Aspect of Quality

The People Aspect of Quality

Insights
We have an absolute return mindset. Our purpose is to generate healthy long-term returns with strong downside risk protection. Risk for us is the possibility of permanent loss of capital rather than underperforming a benchmark in the short-term. An absolute return mindset allows us to focus on companies with the best quality management teams, without wasting time on the hundreds of other companies in the Emerging Markets universe.
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Responsible Investing in Emerging Markets

Responsible Investing in Emerging Markets

Insights
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Aikya Founding Principles

Aikya Founding Principles

Insights
We have an absolute return mindset. Our purpose is to generate healthy long-term returns with strong downside risk protection. Risk for us is the possibility of permanent loss of capital rather than underperforming a benchmark in the short-term. An absolute return mindset allows us to focus on companies with the best quality management teams, without wasting time on the hundreds of other companies in the Emerging Markets universe.
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