125. Making money from snacks, lifts and Vietnamese dairy companies

Charlie Dutton, manager of Ninety One Asia Pacific Franchise, tells us why Asia is no longer a play on global growth, but is now full of quality companies that can grow no matter what the economic environment. He also discusses the increasing opportunities in ASEAN countries and explains why he sometimes invests in firms listed outside the Asia region. He ends the interview with an example of why the sheer scale of some Asian economies makes for interesting opportunities for investors.
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Ninety One Asia Pacific Franchise is a concentrated high conviction fund investing in quality growth companies. More than 55% of its value in its top ten holdings and the total portfolio only comprises around 30 stocks. Most of these are larger companies. The manager’s emphasis is on finding exceptional businesses through detailed fundamental research. He typically ignores more cyclical and lower quality parts of the market such as energy, materials, telecoms and utilities.

Read more about Ninety One Asia Pacific Franchise

What’s covered in this podcast:

  • What ongoing US/China trade tensions mean for wider Asia [0:20]
  • Why investors should consider Asian equities [1:37]
  • Why Asia is no longer a play on world growth – it has growth in its own right [2:24]
  • Which attributes the manager looks for in a company [3:17]
  • Why ASEAN countries don’t have many quality companies yet [4:56]
  • Why the manager invests in some companies listed outside of Asia [6:05]
    including Kone, the Finnish elevator manufacturer and ASML, the Dutch semiconductor equipment manufacturer [6:56]
  • How Asian companies have moved up the value chain to be world leaders and R&D specialists [8:11]
  • Why the scale of some Asian economies is so important for investors [11:26]
This article is provided for information only. The views of the author and any people quoted are their own and do not constitute financial advice. The content is not intended to be a personal recommendation to buy or sell any fund or trust, or to adopt a particular investment strategy. However, the knowledge that professional analysts have analysed a fund or trust in depth before assigning them a rating can be a valuable additional filter for anyone looking to make their own decisions. Past performance is not a reliable guide to future returns. Remember, all investments can fall in value as well as rise, so you could make a loss. Before you make any investment decision, make sure you’re comfortable and fully understand the risks.Further information can be found on Elite Rated funds by simply clicking on the name highlighted in the article.

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