▶ Translating Asia's growth

Asia's growth story and its attractiveness as an investment destination are well known - however, the region's stockmarkets have not consistently delivered this growth to investors.
The objective of the Asia Long-Term Unconstrained strategy is to enable a clearer translation of nominal GDP growth into the returns we deliver to clients. The key to this is a focus on companies that are capable of translating the region's economic growth into sustainable profit and cashflow growth. We use a ‘buy and hold' investment approach in a high conviction portfolio, employing accounting diagnostics techniques to gain an in-depth understanding of company fundamentals and place a strong emphasis on corporate governance. The outcome for our clients is a portfolio that efficiently captures the Asian growth story with lower volatility and low turnover.

 

Speaker: Andrew Graham, Portfolio Manager, head of Asia, Legg Mason Global Asset Management

 

▶ US: The land of opportunity

The breadth and depth of the US stock market provides Adrian Brass, and the Majedie team, a rich, plethora of money-making opportunities whatever the economic weather. An experienced eye is needed, though, in assessing the relative of merits of US listed stocks, where headline market valuations are optically distorted by different sector weightings and long-term margin profiles. In this session, Adrian, leaning on his near 20 years of experience, expands on his favourite themes and top stock ideas for the Majedie US Equity Fund.

 

Speaker: Adrian Brass, Fund Manager, Majedie Asset Management