City of London is launching an Asian Value and Growth Ucits III vehicle for manager Sally Macdonald ...
City of London is launching an Asian Value and Growth Ucits III vehicle for manager Sally Macdonald who the firm poached from Dalton Strategic in April. The new Dublin domiciled vehicle will look to exploit opportunities within developed and emerging Asian equity markets. Macdonald will adopt an integrated top-down, bottom-up and thematic approach to the portfolio as well as evaluating political and liquidity factors when looking at asset allocation. The vehicle is seeking to outperform the MSCI Emerging Asia index which in aggregate is exposed 90% to China, Korea, Taiwan and India. There w...
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