Adrian Au, Senior Portfolio Manager from Hamon discusses the Hamon Asian Market Leaders Fund including an update on market conditions and future strategy following the recent volatility in the market.
The Fund is a core, bottom up Asia ex Japan high conviction strategy, unconstrained by a benchmark and focused on mid-cap stocks.
Fund highlights
- Over 10-year track record
- +152.43% return over five years vs. +133.15% for the benchmark*
- Outperformed the benchmark index in 8 out of 10 years since inception
- 3-Star fund rating by Morningstar
- High conviction approach holding between 40-50 stocks
- Outperformance driven by non-benchmark investment style and tactical market and sector allocation
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