The Norway-based fund team bucks the trend and outperforms many peers in the offshore Equity - Emerging Markets sector over one, three and five years with focus on large caps and family-owned companies.
Japan equity managers are buying back into domestic companies and cutting their exposure to export-led firms as the slowdown in China and a flat yen weigh on sentiment.
Asian stocks have been given a lift by a broadly positive set of Chinese data as investors look to end the week on a high note.
Consumer sector growth in China could bolster the economy and make the country a better long-term investment than it may currently appear, according to fund managers.
A new report has identified 16 countries poised to succeed China as the global driver of manufacturing growth.
Emerging markets have had a torrid summer, as the threat of a slowdown in China and the possibility of QE tapering in the US weighed heavy on investor sentiment.