How can investors exploit inefficiences in Asia's biggest markets?

Threat of divide

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How can investors exploit inefficiences in Asia's biggest markets?

Three fund managers focused on the Asia region reveal how they are exploiting market inefficiencies and how they are positioned in 2016 as volatility remains elevated

Iain Campbell, manager, Baillie Gifford Developed Asia Pacific fund How does your fund's investment strategy differ from others in the sector? The Baillie Gifford Developed Asia Pacific fund seeks to invest in high-quality growing companies, run by dynamic and trustworthy management. However, it is our long-term view, with an investment time horizon of five-plus years, that we believe truly differentiates this strategy from others in the sector. Our investment philosophy is based on bottom-up stockpicking and we do not place much emphasis on shorter-term macro views. Indeed, su...

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