Fund managers reveal how they are navigating market uncertainty across the Asia region, and the stocks and sectors driving performance in their funds.
Daniel Tubbs, head of GEM equities, and manager, Mirabaud Equities Asia ex Japan How did you steer the fund through the volatility seen in Asian markets earlier this year? Our robust investment process has remained unchanged and we continue to be supported by an experienced risk management team. We manage concentrated Asia ex-Japan and GEM funds, each with around 40 holdings and active shares of more than 70%. We believe the funds are protected on the downside by focusing on quality companies operating in industries with structural growth. Just two examples are Tata Motors in In...
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